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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 | $34,095 | $60,139-43.3% | $90,461-62.3% | $79,856-57.3% |
| Participation rate | 48.4% | 65.0%-16.6pp | 72.7%-24.3pp | 69.6%-21.3pp |
| Annual return | 17.74% | 71.96%-54.2pp | 1294.76%-1277.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,079 | $2,069-47.8% | $3,264-66.9% | $2,471-56.3% |
| Participant deferral / active EE | $2,990 | $2,939+1.8% | $3,964-24.6% | $3,741-20.1% |
| Admin fee / account holder | $3,439 | $3,978-13.6% | $5,617-38.8% | $5,306-35.2% |