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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 | $29,733+70.6% | $56,025-9.5% | $80,959-37.3% |
| Participation rate | 13.3% | 41.7%-28.4pp | 52.5%-39.2pp | 67.7%-54.3pp |
| Annual return | 20.19% | 35.28%-15.1pp | 1712.69%-1692.5pp | 35.67%-15.5pp |
| Employer contribution / active EE | $269 | $672-59.9% | $1,042-74.1% | $2,757-90.2% |
| Participant deferral / active EE | $1,871 | $1,229+52.2% | $1,955-4.3% | $4,300-56.5% |
| Admin fee / account holder | $6,419 | $2,434+163.8% | $2,828+127.0% | $6,925-7.3% |