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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 | $37,587 | $30,437+23.5% | $56,033-32.9% | $74,459-49.5% |
| Participation rate | 53.2% | 32.9%+20.3pp | 52.5%+0.7pp | 67.2%-14.0pp |
| Annual return | 14.34% | 24.96%-10.6pp | 1711.38%-1697.0pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,211 | $610+98.6% | $1,041+16.3% | $2,626-53.9% |
| Participant deferral / active EE | $1,536 | $1,176+30.7% | $1,954-21.4% | $4,350-64.7% |
| Admin fee / account holder | $1,183 | $2,363-49.9% | $2,827-58.1% | $1,945-39.2% |