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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 | $40,163 | $76,608-47.6% | $56,077-28.4% | $145,877-72.5% |
| Participation rate | 41.7% | 63.2%-21.6pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | 8.94% | 3009.59%-3000.6pp | 1709.28%-1700.3pp | 551.28%-542.3pp |
| Employer contribution / active EE | $765 | $1,382-44.6% | $1,040-26.5% | $4,663-83.6% |
| Participant deferral / active EE | $1,573 | $2,624-40.1% | $1,954-19.5% | $6,691-76.5% |
| Admin fee / account holder | $4,556 | $3,325+37.0% | $2,825+61.3% | $13,402-66.0% |