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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 | $76,522-47.5% | $56,033-28.3% | $145,884-72.5% |
| Participation rate | 41.7% | 63.2%-21.6pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | 8.94% | 3014.28%-3005.3pp | 1711.38%-1702.4pp | 551.85%-542.9pp |
| Employer contribution / active EE | $765 | $1,382-44.7% | $1,041-26.5% | $4,662-83.6% |
| Participant deferral / active EE | $1,573 | $2,624-40.1% | $1,954-19.5% | $6,690-76.5% |
| Admin fee / account holder | $4,556 | $3,328+36.9% | $2,827+61.2% | $13,392-66.0% |