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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 | $38,593 | $59,456-35.1% | $93,669-58.8% | $74,429-48.1% |
| Participation rate | 67.3% | 59.6%+7.6pp | 68.7%-1.4pp | 67.2%+0.1pp |
| Annual return | 18.34% | 82.00%-63.7pp | 133.59%-115.3pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $2,137 | $1,266+68.8% | $2,424-11.8% | $2,625-18.6% |
| Participant deferral / active EE | $4,899 | $3,052+60.5% | $4,416+11.0% | $4,348+12.7% |
| Admin fee / account holder | $1,769 | $3,026-41.5% | $8,291-78.7% | $1,944-9.0% |