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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 | $46,971 | $27,943+68.1% | $58,507-19.7% | $75,177-37.5% |
| Participation rate | 24.6% | 38.8%-14.3pp | 50.9%-26.3pp | 67.2%-42.6pp |
| Annual return | 16.96% | 44.22%-27.3pp | 4252.32%-4235.4pp | 160.75%-143.8pp |
| Employer contribution / active EE | $453 | $670-32.4% | $1,053-57.0% | $2,671-83.0% |
| Participant deferral / active EE | $1,554 | $1,202+29.3% | $1,922-19.1% | $4,126-62.3% |
| Admin fee / account holder | $400 | $1,727-76.8% | $2,486-83.9% | $5,651-92.9% |