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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 | $30,437+65.7% | $56,033-10.0% | $74,459-32.3% |
| Participation rate | 25.2% | 32.9%-7.6pp | 52.5%-27.2pp | 67.2%-42.0pp |
| Annual return | 17.68% | 24.96%-7.3pp | 1711.38%-1693.7pp | 1369.70%-1352.0pp |
| Employer contribution / active EE | $113 | $610-81.4% | $1,041-89.1% | $2,626-95.7% |
| Participant deferral / active EE | $1,133 | $1,176-3.7% | $1,954-42.0% | $4,350-74.0% |
| Admin fee / account holder | $1,763 | $2,363-25.4% | $2,827-37.6% | $1,945-9.3% |