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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 | $52,314 | $29,319+78.4% | $52,425-0.2% | $82,448-36.5% |
| Participation rate | 37.5% | 46.9%-9.4pp | 55.6%-18.1pp | 68.1%-30.6pp |
| Annual return | 23.08% | 535.20%-512.1pp | 302.12%-279.0pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,281 | $586+118.5% | $914+40.1% | $2,551-49.8% |
| Participant deferral / active EE | $2,214 | $1,171+89.0% | $1,790+23.6% | $4,139-46.5% |
| Admin fee / account holder | $1,070 | $1,962-45.4% | $2,495-57.1% | $7,234-85.2% |