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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 | $52,271 | $30,385+72.0% | $56,054-6.7% | $74,400-29.7% |
| Participation rate | 18.4% | 32.9%-14.4pp | 52.5%-34.0pp | 67.2%-48.8pp |
| Annual return | 20.01% | 24.92%-4.9pp | 1705.95%-1685.9pp | 1367.51%-1347.5pp |
| Employer contribution / active EE | $611 | $609+0.3% | $1,039-41.2% | $2,624-76.7% |
| Participant deferral / active EE | $1,510 | $1,174+28.6% | $1,952-22.7% | $4,348-65.3% |
| Admin fee / account holder | $2,066 | $2,361-12.5% | $2,822-26.8% | $1,944+6.3% |