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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 | $43,668 | $27,936+56.3% | $58,561-25.4% | $75,173-41.9% |
| Participation rate | 51.1% | 38.8%+12.3pp | 50.9%+0.2pp | 67.2%-16.1pp |
| Annual return | 15.87% | 44.21%-28.3pp | 4251.33%-4235.5pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,305 | $670+95.0% | $1,053+23.9% | $2,671-51.1% |
| Participant deferral / active EE | $2,093 | $1,202+74.2% | $1,923+8.8% | $4,126-49.3% |
| Admin fee / account holder | $2,697 | $1,727+56.2% | $2,520+7.0% | $5,651-52.3% |