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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 | $51,210 | $88,702-42.3% | $81,780-37.4% | $145,978-64.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 10.16% | 1029.12%-1019.0pp | 776.27%-766.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $718 | $3,084-76.7% | $2,914-75.4% | $4,662-84.6% |
| Participant deferral / active EE | $5,163 | $4,645+11.2% | $4,321+19.5% | $6,690-22.8% |
| Admin fee / account holder | $310 | $8,414-96.3% | $7,384-95.8% | $13,400-97.7% |