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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 | $64,453 | $34,932+84.5% | $56,441+14.2% | $74,546-13.5% |
| Participation rate | 18.4% | 32.9%-14.5pp | 52.5%-34.1pp | 67.2%-48.8pp |
| Annual return | 12.10% | 24.90%-12.8pp | 1704.21%-1692.1pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $384 | $608-37.0% | $1,039-63.1% | $2,624-85.4% |
| Participant deferral / active EE | $1,083 | $1,173-7.7% | $1,953-44.5% | $4,347-75.1% |
| Admin fee / account holder | $1,044 | $2,359-55.7% | $2,829-63.1% | $1,944-46.3% |