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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 | $59,448-35.1% | $93,696-58.8% | $74,459-48.2% |
| Participation rate | 67.3% | 59.6%+7.7pp | 68.7%-1.4pp | 67.2%+0.1pp |
| Annual return | 18.34% | 82.11%-63.8pp | 133.74%-115.4pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $2,137 | $1,266+68.8% | $2,422-11.8% | $2,626-18.6% |
| Participant deferral / active EE | $4,899 | $3,052+60.5% | $4,417+10.9% | $4,350+12.6% |
| Admin fee / account holder | $1,769 | $3,027-41.6% | $8,287-78.7% | $1,945-9.1% |