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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 | $37,233 | $45,043-17.3% | $85,063-56.2% | $74,400-50.0% |
| Participation rate | 67.6% | 49.4%+18.3pp | 67.5%+0.1pp | 67.2%+0.4pp |
| Annual return | 40.23% | 26.26%+14.0pp | 66.54%-26.3pp | 1367.51%-1327.3pp |
| Employer contribution / active EE | $1,425 | $1,458-2.3% | $2,727-47.8% | $2,624-45.7% |
| Participant deferral / active EE | $7,606 | $2,733+178.3% | $4,523+68.2% | $4,348+74.9% |
| Admin fee / account holder | $1,802 | $2,210-18.5% | $6,155-70.7% | $1,944-7.3% |