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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 | $52,972 | $29,736+78.1% | $56,033-5.5% | $80,935-34.5% |
| Participation rate | 16.3% | 41.7%-25.4pp | 52.5%-36.2pp | 67.7%-51.3pp |
| Annual return | 15.01% | 35.28%-20.3pp | 1711.38%-1696.4pp | 35.66%-20.7pp |
| Employer contribution / active EE | $321 | $671-52.2% | $1,041-69.2% | $2,757-88.4% |
| Participant deferral / active EE | $1,822 | $1,228+48.4% | $1,954-6.7% | $4,299-57.6% |
| Admin fee / account holder | $438 | $2,434-82.0% | $2,827-84.5% | $6,924-93.7% |