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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 | $36,309 | $27,936+30.0% | $58,561-38.0% | $75,173-51.7% |
| Participation rate | 24.0% | 38.8%-14.8pp | 50.9%-26.9pp | 67.2%-43.2pp |
| Annual return | 20.74% | 44.21%-23.5pp | 4251.33%-4230.6pp | 160.72%-140.0pp |
| Employer contribution / active EE | $933 | $670+39.4% | $1,053-11.4% | $2,671-65.1% |
| Participant deferral / active EE | $2,755 | $1,202+129.2% | $1,923+43.2% | $4,126-33.2% |
| Admin fee / account holder | $2,111 | $1,727+22.3% | $2,520-16.2% | $5,651-62.6% |