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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 | $50,430 | $30,385+66.0% | $56,054-10.0% | $74,400-32.2% |
| Participation rate | 25.2% | 32.9%-7.6pp | 52.5%-27.2pp | 67.2%-42.0pp |
| Annual return | 17.68% | 24.92%-7.2pp | 1705.95%-1688.3pp | 1367.51%-1349.8pp |
| Employer contribution / active EE | $113 | $609-81.4% | $1,039-89.1% | $2,624-95.7% |
| Participant deferral / active EE | $1,133 | $1,174-3.5% | $1,952-42.0% | $4,348-74.0% |
| Admin fee / account holder | $1,763 | $2,361-25.3% | $2,822-37.5% | $1,944-9.3% |