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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 | $50,728 | $29,667+71.0% | $56,441-10.1% | $80,874-37.3% |
| Participation rate | 13.3% | 41.7%-28.3pp | 52.5%-39.2pp | 67.6%-54.3pp |
| Annual return | 20.19% | 35.22%-15.0pp | 1704.21%-1684.0pp | 35.62%-15.4pp |
| Employer contribution / active EE | $269 | $669-59.8% | $1,039-74.1% | $2,756-90.2% |
| Participant deferral / active EE | $1,871 | $1,227+52.6% | $1,953-4.2% | $4,297-56.5% |
| Admin fee / account holder | $6,419 | $2,429+164.2% | $2,829+126.9% | $6,935-7.4% |