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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 | $14,998 | $27,936-46.3% | $58,561-74.4% | $75,173-80.0% |
| Participation rate | 46.2% | 38.8%+7.3pp | 50.9%-4.7pp | 67.2%-21.0pp |
| Annual return | 236.65% | 44.21%+192.4pp | 4251.33%-4014.7pp | 160.72%+75.9pp |
| Employer contribution / active EE | $746 | $670+11.4% | $1,053-29.2% | $2,671-72.1% |
| Participant deferral / active EE | $2,020 | $1,202+68.1% | $1,923+5.1% | $4,126-51.0% |
| Admin fee / account holder | $809 | $1,727-53.1% | $2,520-67.9% | $5,651-85.7% |