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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 | $25,284 | $29,733-15.0% | $56,025-54.9% | $80,959-68.8% |
| Participation rate | 55.6% | 41.7%+13.8pp | 52.5%+3.0pp | 67.7%-12.1pp |
| Annual return | 11.65% | 35.28%-23.6pp | 1712.69%-1701.0pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,354 | $672+101.6% | $1,042+30.0% | $2,757-50.9% |
| Participant deferral / active EE | $2,670 | $1,229+117.2% | $1,955+36.6% | $4,300-37.9% |
| Admin fee / account holder | $2,204 | $2,434-9.4% | $2,828-22.1% | $6,925-68.2% |