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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 | $41,618 | $56,197-25.9% | $67,652-38.5% | $59,633-30.2% |
| Participation rate | 67.4% | 71.5%-4.1pp | 75.7%-8.3pp | 68.7%-1.3pp |
| Annual return | 3942.56% | 18508.10%-14565.5pp | 6625.40%-2682.8pp | 2041.45%+1901.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,248 | $2,844+260.4% | $3,560+187.9% | $3,192+221.1% |
| Admin fee / account holder | $1,636 | $3,958-58.7% | $4,821-66.1% | $4,297-61.9% |