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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 | $25,263 | $55,437-54.4% | $155,534-83.8% | $74,459-66.1% |
| Participation rate | 57.4% | 61.9%-4.5pp | 78.2%-20.8pp | 67.2%-9.8pp |
| Annual return | 47.42% | 269.58%-222.2pp | 64.92%-17.5pp | 1369.70%-1322.3pp |
| Employer contribution / active EE | $2,207 | $2,266-2.6% | $4,675-52.8% | $2,626-16.0% |
| Participant deferral / active EE | $4,770 | $2,837+68.1% | $5,630-15.3% | $4,350+9.7% |
| Admin fee / account holder | $812 | $1,742-53.4% | $15,900-94.9% | $1,945-58.3% |