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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 | $35,314 | $65,555-46.1% | $86,216-59.0% | $75,173-53.0% |
| Participation rate | 35.7% | 60.5%-24.8pp | 69.0%-33.2pp | 67.2%-31.5pp |
| Annual return | 23.29% | 46.07%-22.8pp | 1169.42%-1146.1pp | 160.72%-137.4pp |
| Employer contribution / active EE | $1,426 | $1,553-8.2% | $2,382-40.1% | $2,671-46.6% |
| Participant deferral / active EE | $2,970 | $3,023-1.8% | $3,986-25.5% | $4,126-28.0% |
| Admin fee / account holder | $13,603 | $5,469+148.7% | $6,853+98.5% | $5,651+140.7% |