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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 | $43,090 | $27,936+54.2% | $58,561-26.4% | $75,173-42.7% |
| Participation rate | 51.5% | 38.8%+12.7pp | 50.9%+0.6pp | 67.2%-15.7pp |
| Annual return | 18.45% | 44.21%-25.8pp | 4251.33%-4232.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,046 | $670+56.2% | $1,053-0.7% | $2,671-60.8% |
| Participant deferral / active EE | $1,660 | $1,202+38.1% | $1,923-13.7% | $4,126-59.8% |
| Admin fee / account holder | $486 | $1,727-71.8% | $2,520-80.7% | $5,651-91.4% |