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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 | $27,924+23.7% | $58,534-41.0% | $75,173-54.1% |
| Participation rate | 27.3% | 38.8%-11.6pp | 50.9%-23.6pp | 67.2%-39.9pp |
| Annual return | 38.63% | 44.20%-5.6pp | 4248.32%-4209.7pp | 160.65%-122.0pp |
| Employer contribution / active EE | $918 | $669+37.1% | $1,054-12.9% | $2,670-65.6% |
| Participant deferral / active EE | $1,627 | $1,202+35.4% | $1,924-15.5% | $4,126-60.6% |
| Admin fee / account holder | $747 | $1,726-56.7% | $2,519-70.4% | $5,651-86.8% |