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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 | $40,420 | $76,522-47.2% | $56,033-27.9% | $145,884-72.3% |
| Participation rate | 59.1% | 63.2%-4.1pp | 52.5%+6.6pp | 80.3%-21.2pp |
| Annual return | 12.18% | 3014.28%-3002.1pp | 1711.38%-1699.2pp | 551.85%-539.7pp |
| Employer contribution / active EE | $924 | $1,382-33.1% | $1,041-11.2% | $4,662-80.2% |
| Participant deferral / active EE | $5,227 | $2,624+99.2% | $1,954+167.5% | $6,690-21.9% |
| Admin fee / account holder | $3,800 | $3,328+14.2% | $2,827+34.4% | $13,392-71.6% |