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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 | $46,599 | $35,183+32.4% | $73,550-36.6% | $70,126-33.5% |
| Participation rate | 19.4% | 42.9%-23.6pp | 54.9%-35.6pp | 69.5%-50.2pp |
| Annual return | 451.78% | 26.90%+424.9pp | -15.16%+466.9pp | 73.15%+378.6pp |
| Employer contribution / active EE | $416 | $709-41.3% | $1,219-65.9% | $2,343-82.2% |
| Participant deferral / active EE | $991 | $1,220-18.7% | $1,804-45.1% | $3,332-70.3% |
| Admin fee / account holder | $606 | $2,302-73.7% | $2,320-73.9% | $4,645-87.0% |