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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 | $45,489 | $80,812-43.7% | $160,784-71.7% | $82,448-44.8% |
| Participation rate | 67.6% | 66.2%+1.4pp | 77.0%-9.3pp | 68.1%-0.4pp |
| Annual return | 22.70% | 100.59%-77.9pp | 1803.92%-1781.2pp | 41.64%-18.9pp |
| Employer contribution / active EE | $1,809 | $2,174-16.8% | $3,733-51.5% | $2,551-29.1% |
| Participant deferral / active EE | $2,702 | $4,335-37.7% | $6,293-57.1% | $4,139-34.7% |
| Admin fee / account holder | $4,888 | $7,695-36.5% | $9,717-49.7% | $7,234-32.4% |