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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 | $25,146 | $27,936-10.0% | $58,561-57.1% | $75,173-66.5% |
| Participation rate | 54.5% | 38.8%+15.7pp | 50.9%+3.7pp | 67.2%-12.7pp |
| Annual return | 15.76% | 44.21%-28.5pp | 4251.33%-4235.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,207 | $670+80.2% | $1,053+14.5% | $2,671-54.8% |
| Participant deferral / active EE | $3,168 | $1,202+163.6% | $1,923+64.7% | $4,126-23.2% |
| Admin fee / account holder | $2,889 | $1,727+67.3% | $2,520+14.6% | $5,651-48.9% |