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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 | $34,932+49.6% | $56,441-7.4% | $74,546-29.9% |
| Participation rate | 18.4% | 32.9%-14.4pp | 52.5%-34.0pp | 67.2%-48.8pp |
| Annual return | 20.01% | 24.90%-4.9pp | 1704.21%-1684.2pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $611 | $608+0.4% | $1,039-41.2% | $2,624-76.7% |
| Participant deferral / active EE | $1,510 | $1,173+28.7% | $1,953-22.7% | $4,347-65.3% |
| Admin fee / account holder | $2,066 | $2,359-12.4% | $2,829-27.0% | $1,944+6.3% |