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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 | $51,657 | $30,437+69.7% | $56,033-7.8% | $74,459-30.6% |
| Participation rate | 20.2% | 32.9%-12.7pp | 52.5%-32.3pp | 67.2%-47.1pp |
| Annual return | 14.41% | 24.96%-10.5pp | 1711.38%-1697.0pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $543 | $610-10.9% | $1,041-47.8% | $2,626-79.3% |
| Participant deferral / active EE | $1,006 | $1,176-14.5% | $1,954-48.5% | $4,350-76.9% |
| Admin fee / account holder | $977 | $2,363-58.7% | $2,827-65.4% | $1,945-49.8% |