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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 | $42,628 | $85,766-50.3% | $136,298-68.7% | $70,126-39.2% |
| Participation rate | 65.7% | 74.2%-8.4pp | 81.9%-16.2pp | 69.5%-3.8pp |
| Annual return | 19.82% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $2,240 | $2,966-24.5% | $4,696-52.3% | $2,343-4.4% |
| Participant deferral / active EE | $6,815 | $5,051+34.9% | $6,247+9.1% | $3,332+104.5% |
| Admin fee / account holder | $1,925 | $5,421-64.5% | $9,244-79.2% | $4,645-58.6% |