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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 | $34,534 | $27,943+23.6% | $58,507-41.0% | $75,177-54.1% |
| Participation rate | 27.3% | 38.8%-11.6pp | 50.9%-23.6pp | 67.2%-39.9pp |
| Annual return | 38.63% | 44.22%-5.6pp | 4252.32%-4213.7pp | 160.75%-122.1pp |
| Employer contribution / active EE | $918 | $670+37.0% | $1,053-12.9% | $2,671-65.6% |
| Participant deferral / active EE | $1,627 | $1,202+35.4% | $1,922-15.4% | $4,126-60.6% |
| Admin fee / account holder | $747 | $1,727-56.8% | $2,486-70.0% | $5,651-86.8% |