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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 | $24,458 | $28,624-14.6% | $53,647-54.4% | $82,637-70.4% |
| Participation rate | 51.2% | 47.3%+3.9pp | 56.3%-5.1pp | 68.1%-16.8pp |
| Annual return | 19.35% | 664.98%-645.6pp | 358.33%-339.0pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,137 | $637+78.7% | $962+18.2% | $2,552-55.4% |
| Participant deferral / active EE | $1,849 | $1,196+54.6% | $1,813+2.0% | $4,126-55.2% |
| Admin fee / account holder | $779 | $2,022-61.5% | $2,460-68.3% | $7,339-89.4% |