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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 | $31,449 | $183,516-82.9% | $155,534-79.8% | $145,884-78.4% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 142.71% | 61.43%+81.3pp | 64.92%+77.8pp | 551.85%-409.1pp |
| Employer contribution / active EE | $1,397 | $5,315-73.7% | $4,675-70.1% | $4,662-70.0% |
| Participant deferral / active EE | $3,944 | $6,467-39.0% | $5,630-29.9% | $6,690-41.0% |
| Admin fee / account holder | $655 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |