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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 | $30,423+43.3% | $56,025-22.2% | $74,478-41.5% |
| Participation rate | 50.7% | 32.9%+17.9pp | 52.5%-1.8pp | 67.2%-16.5pp |
| Annual return | 11.58% | 24.97%-13.4pp | 1712.69%-1701.1pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $387 | $610-36.6% | $1,042-62.8% | $2,626-85.3% |
| Participant deferral / active EE | $2,369 | $1,176+101.4% | $1,955+21.2% | $4,350-45.5% |
| Admin fee / account holder | $3,466 | $2,363+46.7% | $2,828+22.5% | $1,946+78.1% |