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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 | $37,721 | $39,798-5.2% | $67,704-44.3% | $59,633-36.7% |
| Participation rate | 56.4% | 57.4%-1.0pp | 67.5%-11.2pp | 68.7%-12.3pp |
| Annual return | 9.93% | 89.94%-80.0pp | 25.41%-15.5pp | 2041.45%-2031.5pp |
| Employer contribution / active EE | $809 | $1,393-42.0% | $2,559-68.4% | $2,203-63.3% |
| Participant deferral / active EE | $2,329 | $2,335-0.3% | $3,585-35.0% | $3,192-27.0% |
| Admin fee / account holder | $888 | $3,212-72.3% | $4,255-79.1% | $4,297-79.3% |