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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,253 | $30,385+55.5% | $56,054-15.7% | $74,400-36.5% |
| Participation rate | 41.3% | 32.9%+8.5pp | 52.5%-11.1pp | 67.2%-25.9pp |
| Annual return | 12.20% | 24.92%-12.7pp | 1705.95%-1693.7pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $1,721 | $609+182.7% | $1,039+65.7% | $2,624-34.4% |
| Participant deferral / active EE | $3,063 | $1,174+161.0% | $1,952+56.9% | $4,348-29.6% |
| Admin fee / account holder | $5,479 | $2,361+132.1% | $2,822+94.1% | $1,944+181.9% |