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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 | $34,722 | $81,749-57.5% | $58,544-40.7% | $139,456-75.1% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 20.27% | 7425.45%-7405.2pp | 4249.56%-4229.3pp | 373.45%-353.2pp |
| Employer contribution / active EE | $2,344 | $1,398+67.7% | $1,053+122.6% | $4,753-50.7% |
| Participant deferral / active EE | $4,569 | $2,555+78.8% | $1,923+137.6% | $6,711-31.9% |
| Admin fee / account holder | $447 | $3,272-86.3% | $2,520-82.2% | $11,407-96.1% |