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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 | $43,726 | $27,924+56.6% | $58,544-25.3% | $75,181-41.8% |
| Participation rate | 63.5% | 38.8%+24.6pp | 50.9%+12.6pp | 67.2%-3.7pp |
| Annual return | 18.14% | 44.20%-26.1pp | 4249.56%-4231.4pp | 160.69%-142.5pp |
| Employer contribution / active EE | $1,166 | $669+74.2% | $1,053+10.7% | $2,671-56.3% |
| Participant deferral / active EE | $1,926 | $1,202+60.3% | $1,923+0.2% | $4,126-53.3% |
| Admin fee / account holder | $401 | $1,726-76.8% | $2,520-84.1% | $5,650-92.9% |