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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 | $40,913 | $101,653-59.8% | $147,080-72.2% | $74,459-45.1% |
| Participation rate | 68.4% | 75.6%-7.1pp | 82.2%-13.8pp | 67.2%+1.2pp |
| Annual return | 13.23% | 8754.98%-8741.8pp | 420.17%-406.9pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $957 | $3,813-74.9% | $4,933-80.6% | $2,626-63.6% |
| Participant deferral / active EE | $3,981 | $7,304-45.5% | $8,066-50.6% | $4,350-8.5% |
| Admin fee / account holder | $2,775 | $1,752+58.4% | $12,989-78.6% | $1,945+42.7% |