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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 | $31,381 | $65,440-52.0% | $98,506-68.1% | $85,851-63.4% |
| Participation rate | 67.2% | 65.0%+2.2pp | 73.3%-6.1pp | 69.3%-2.1pp |
| Annual return | 18.04% | 21.75%-3.7pp | 1494.92%-1476.9pp | 318.63%-300.6pp |
| Employer contribution / active EE | $1,593 | $2,169-26.6% | $2,961-46.2% | $2,565-37.9% |
| Participant deferral / active EE | $4,457 | $3,168+40.7% | $4,277+4.2% | $3,952+12.8% |
| Admin fee / account holder | $3,216 | $4,596-30.0% | $5,955-46.0% | $6,261-48.6% |