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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 | $30,421+106.5% | $56,077+12.0% | $74,429-15.6% |
| Participation rate | 16.9% | 32.9%-16.0pp | 52.5%-35.6pp | 67.2%-50.3pp |
| Annual return | 12.13% | 24.94%-12.8pp | 1709.28%-1697.1pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $392 | $610-35.7% | $1,040-62.3% | $2,625-85.1% |
| Participant deferral / active EE | $679 | $1,175-42.2% | $1,954-65.3% | $4,348-84.4% |
| Admin fee / account holder | $2,430 | $2,363+2.8% | $2,825-14.0% | $1,944+25.0% |