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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 | $50,665 | $80,812-37.3% | $160,784-68.5% | $82,448-38.5% |
| Participation rate | 42.0% | 66.2%-24.2pp | 77.0%-34.9pp | 68.1%-26.0pp |
| Annual return | 17.28% | 100.59%-83.3pp | 1803.92%-1786.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,251 | $2,174-42.5% | $3,733-66.5% | $2,551-51.0% |
| Participant deferral / active EE | $4,289 | $4,335-1.1% | $6,293-31.8% | $4,139+3.6% |
| Admin fee / account holder | $969 | $7,695-87.4% | $9,717-90.0% | $7,234-86.6% |