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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 | $22,975 | $30,385-24.4% | $56,054-59.0% | $74,400-69.1% |
| Participation rate | 37.3% | 32.9%+4.4pp | 52.5%-15.2pp | 67.2%-29.9pp |
| Annual return | 21.72% | 24.92%-3.2pp | 1705.95%-1684.2pp | 1367.51%-1345.8pp |
| Employer contribution / active EE | $484 | $609-20.4% | $1,039-53.4% | $2,624-81.5% |
| Participant deferral / active EE | $1,769 | $1,174+50.8% | $1,952-9.4% | $4,348-59.3% |
| Admin fee / account holder | $1,944 | $2,361-17.7% | $2,822-31.1% | $1,9440% |