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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 | $29,716+70.7% | $56,077-9.5% | $80,925-37.3% |
| Participation rate | 13.3% | 41.7%-28.4pp | 52.5%-39.2pp | 67.7%-54.3pp |
| Annual return | 20.19% | 35.30%-15.1pp | 1709.28%-1689.1pp | 35.65%-15.5pp |
| Employer contribution / active EE | $269 | $671-59.9% | $1,040-74.1% | $2,756-90.2% |
| Participant deferral / active EE | $1,871 | $1,228+52.3% | $1,954-4.2% | $4,299-56.5% |
| Admin fee / account holder | $6,419 | $2,432+163.9% | $2,825+127.2% | $6,940-7.5% |