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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 | $62,804 | $34,932+79.8% | $56,441+11.3% | $74,546-15.8% |
| Participation rate | 16.9% | 32.9%-16.0pp | 52.5%-35.6pp | 67.2%-50.3pp |
| Annual return | 12.13% | 24.90%-12.8pp | 1704.21%-1692.1pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $392 | $608-35.6% | $1,039-62.3% | $2,624-85.1% |
| Participant deferral / active EE | $679 | $1,173-42.1% | $1,953-65.2% | $4,347-84.4% |
| Admin fee / account holder | $2,430 | $2,359+3.0% | $2,829-14.1% | $1,944+25.0% |