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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 | $32,065 | $52,450-38.9% | $129,339-75.2% | $74,400-56.9% |
| Participation rate | 69.0% | 53.8%+15.2pp | 69.6%-0.6pp | 67.2%+1.8pp |
| Annual return | 15.65% | 15.65%0pp | 9437.05%-9421.4pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $2,120 | $1,532+38.4% | $4,154-49.0% | $2,624-19.2% |
| Participant deferral / active EE | $3,549 | $2,797+26.9% | $4,170-14.9% | $4,348-18.4% |
| Admin fee / account holder | $3,505 | $2,636+33.0% | $7,668-54.3% | $1,944+80.3% |