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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 | $53,964 | $80,812-33.2% | $160,784-66.4% | $82,448-34.5% |
| Participation rate | 56.8% | 66.2%-9.5pp | 77.0%-20.2pp | 68.1%-11.3pp |
| Annual return | 21.84% | 100.59%-78.7pp | 1803.92%-1782.1pp | 41.64%-19.8pp |
| Employer contribution / active EE | $2,527 | $2,174+16.2% | $3,733-32.3% | $2,551-0.9% |
| Participant deferral / active EE | $4,582 | $4,335+5.7% | $6,293-27.2% | $4,139+10.7% |
| Admin fee / account holder | $2,186 | $7,695-71.6% | $9,717-77.5% | $7,234-69.8% |