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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 | $30,423+111.9% | $56,025+15.0% | $74,478-13.5% |
| Participation rate | 18.4% | 32.9%-14.5pp | 52.5%-34.1pp | 67.2%-48.8pp |
| Annual return | 12.10% | 24.97%-12.9pp | 1712.69%-1700.6pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $384 | $610-37.1% | $1,042-63.2% | $2,626-85.4% |
| Participant deferral / active EE | $1,083 | $1,176-7.9% | $1,955-44.6% | $4,350-75.1% |
| Admin fee / account holder | $1,044 | $2,363-55.8% | $2,828-63.1% | $1,946-46.3% |