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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 | $54,714 | $30,423+79.8% | $56,025-2.3% | $74,478-26.5% |
| Participation rate | 39.0% | 32.9%+6.1pp | 52.5%-13.5pp | 67.2%-28.2pp |
| Annual return | 13.86% | 24.97%-11.1pp | 1712.69%-1698.8pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $227 | $610-62.9% | $1,042-78.2% | $2,626-91.4% |
| Participant deferral / active EE | $1,875 | $1,176+59.4% | $1,955-4.1% | $4,350-56.9% |
| Admin fee / account holder | $2,596 | $2,363+9.8% | $2,828-8.2% | $1,946+33.4% |