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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 | $41,099 | $27,936+47.1% | $58,561-29.8% | $75,173-45.3% |
| Participation rate | 68.7% | 38.8%+29.8pp | 50.9%+17.8pp | 67.2%+1.5pp |
| Annual return | 19.10% | 44.21%-25.1pp | 4251.33%-4232.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,283 | $670+91.7% | $1,053+21.8% | $2,671-52.0% |
| Participant deferral / active EE | $3,044 | $1,202+153.3% | $1,923+58.3% | $4,126-26.2% |
| Admin fee / account holder | $2,730 | $1,727+58.1% | $2,520+8.3% | $5,651-51.7% |