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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% | $129,384-75.2% | $74,459-56.9% |
| Participation rate | 69.0% | 53.8%+15.2pp | 69.6%-0.6pp | 67.2%+1.8pp |
| Annual return | 15.65% | 15.65%0pp | 9461.77%-9446.1pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $2,120 | $1,532+38.4% | $4,153-49.0% | $2,626-19.3% |
| Participant deferral / active EE | $3,549 | $2,797+26.9% | $4,166-14.8% | $4,350-18.4% |
| Admin fee / account holder | $3,505 | $2,636+33.0% | $7,686-54.4% | $1,945+80.2% |