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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 | $17,633 | $45,900-61.6% | $94,057-81.3% | $64,340-72.6% |
| Participation rate | 55.1% | 50.6%+4.5pp | 73.3%-18.3pp | 55.2%-0.2pp |
| Annual return | 40.57% | 50.47%-9.9pp | 480.62%-440.1pp | 24.14%+16.4pp |
| Employer contribution / active EE | $548 | $1,612-66.0% | $2,933-81.3% | $1,862-70.6% |
| Participant deferral / active EE | $2,203 | $2,102+4.8% | $4,709-53.2% | $2,980-26.1% |
| Admin fee / account holder | $1,513 | $3,143-51.9% | $7,244-79.1% | $3,703-59.1% |