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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 | $56,933 | $30,423+87.1% | $56,025+1.6% | $74,478-23.6% |
| Participation rate | 29.4% | 32.9%-3.5pp | 52.5%-23.1pp | 67.2%-37.9pp |
| Annual return | 19.97% | 24.97%-5.0pp | 1712.69%-1692.7pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $441 | $610-27.7% | $1,042-57.7% | $2,626-83.2% |
| Participant deferral / active EE | $790 | $1,176-32.8% | $1,955-59.6% | $4,350-81.8% |
| Admin fee / account holder | $4,518 | $2,363+91.2% | $2,828+59.7% | $1,946+132.2% |