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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 | $49,677 | $30,423+63.3% | $56,025-11.3% | $74,478-33.3% |
| Participation rate | 38.6% | 32.9%+5.7pp | 52.5%-13.9pp | 67.2%-28.6pp |
| Annual return | 10.65% | 24.97%-14.3pp | 1712.69%-1702.0pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $860 | $610+40.9% | $1,042-17.5% | $2,626-67.3% |
| Participant deferral / active EE | $2,006 | $1,176+70.5% | $1,955+2.6% | $4,350-53.9% |
| Admin fee / account holder | $5,900 | $2,363+149.7% | $2,828+108.6% | $1,946+203.2% |