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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 | $12,160 | $29,319-58.5% | $52,425-76.8% | $82,448-85.3% |
| Participation rate | 66.7% | 46.9%+19.8pp | 55.6%+11.0pp | 68.1%-1.4pp |
| Annual return | 18.88% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,110 | $586+89.2% | $914+21.4% | $2,551-56.5% |
| Participant deferral / active EE | $2,005 | $1,171+71.2% | $1,790+12.0% | $4,139-51.6% |
| Admin fee / account holder | $4,562 | $1,962+132.5% | $2,495+82.8% | $7,234-36.9% |