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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 | $14,262 | $30,423-53.1% | $56,025-74.5% | $74,478-80.9% |
| Participation rate | 35.5% | 32.9%+2.7pp | 52.5%-17.0pp | 67.2%-31.7pp |
| Annual return | 16.41% | 24.97%-8.6pp | 1712.69%-1696.3pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $1,188 | $610+94.7% | $1,042+14.1% | $2,626-54.8% |
| Participant deferral / active EE | $2,403 | $1,176+104.3% | $1,955+22.9% | $4,350-44.8% |
| Admin fee / account holder | $2,800 | $2,363+18.5% | $2,828-1.0% | $1,946+43.9% |