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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 | $30,385+43.4% | $56,054-22.2% | $74,400-41.4% |
| Participation rate | 50.7% | 32.9%+17.9pp | 52.5%-1.7pp | 67.2%-16.5pp |
| Annual return | 11.58% | 24.92%-13.3pp | 1705.95%-1694.4pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $387 | $609-36.4% | $1,039-62.7% | $2,624-85.3% |
| Participant deferral / active EE | $2,369 | $1,174+101.9% | $1,952+21.4% | $4,348-45.5% |
| Admin fee / account holder | $3,466 | $2,361+46.8% | $2,822+22.8% | $1,944+78.3% |