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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 | $16,280 | $27,924-41.7% | $58,544-72.2% | $75,181-78.3% |
| Participation rate | 53.5% | 38.8%+14.6pp | 50.9%+2.6pp | 67.2%-13.7pp |
| Annual return | 24.40% | 44.20%-19.8pp | 4249.56%-4225.2pp | 160.69%-136.3pp |
| Employer contribution / active EE | $1,334 | $669+99.3% | $1,053+26.6% | $2,671-50.1% |
| Participant deferral / active EE | $2,129 | $1,202+77.2% | $1,923+10.7% | $4,126-48.4% |
| Admin fee / account holder | $1,476 | $1,726-14.5% | $2,520-41.4% | $5,650-73.9% |