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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 | $43,585 | $30,421+43.3% | $56,077-22.3% | $74,429-41.4% |
| Participation rate | 50.7% | 32.9%+17.9pp | 52.5%-1.8pp | 67.2%-16.5pp |
| Annual return | 11.58% | 24.94%-13.4pp | 1709.28%-1697.7pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $387 | $610-36.5% | $1,040-62.8% | $2,625-85.3% |
| Participant deferral / active EE | $2,369 | $1,175+101.6% | $1,954+21.3% | $4,348-45.5% |
| Admin fee / account holder | $3,466 | $2,363+46.7% | $2,825+22.7% | $1,944+78.3% |