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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 | $43,041 | $65,575-34.4% | $86,209-50.1% | $75,181-42.7% |
| Participation rate | 56.8% | 60.5%-3.7pp | 69.0%-12.2pp | 67.2%-10.4pp |
| Annual return | 20.33% | 46.07%-25.7pp | 1169.05%-1148.7pp | 160.69%-140.4pp |
| Employer contribution / active EE | $1,313 | $1,553-15.5% | $2,381-44.9% | $2,671-50.8% |
| Participant deferral / active EE | $2,397 | $3,023-20.7% | $3,986-39.9% | $4,126-41.9% |
| Admin fee / account holder | $1,135 | $5,470-79.2% | $6,853-83.4% | $5,650-79.9% |