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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 | $32,910 | $27,924+17.9% | $58,544-43.8% | $75,181-56.2% |
| Participation rate | 37.3% | 38.8%-1.6pp | 50.9%-13.6pp | 67.2%-29.9pp |
| Annual return | 19.57% | 44.20%-24.6pp | 4249.56%-4230.0pp | 160.69%-141.1pp |
| Employer contribution / active EE | $958 | $669+43.2% | $1,053-9.0% | $2,671-64.1% |
| Participant deferral / active EE | $2,081 | $1,202+73.2% | $1,923+8.2% | $4,126-49.6% |
| Admin fee / account holder | $2,630 | $1,726+52.4% | $2,520+4.4% | $5,650-53.4% |