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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 | $37,039 | $99,995-63.0% | $85,063-56.5% | $145,978-74.6% |
| Participation rate | 41.2% | 74.1%-32.9pp | 67.5%-26.3pp | 80.3%-39.1pp |
| Annual return | 165.09% | 83.99%+81.1pp | 66.54%+98.6pp | 550.52%-385.4pp |
| Employer contribution / active EE | $1,657 | $3,231-48.7% | $2,727-39.2% | $4,662-64.5% |
| Participant deferral / active EE | $5,651 | $5,295+6.7% | $4,523+24.9% | $6,690-15.5% |
| Admin fee / account holder | $2,970 | $7,255-59.1% | $6,155-51.7% | $13,400-77.8% |