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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 | $28,319 | $80,812-65.0% | $160,784-82.4% | $82,448-65.7% |
| Participation rate | 46.7% | 66.2%-19.6pp | 77.0%-30.3pp | 68.1%-21.4pp |
| Annual return | 16.14% | 100.59%-84.5pp | 1803.92%-1787.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $984 | $2,174-54.7% | $3,733-73.6% | $2,551-61.4% |
| Participant deferral / active EE | $2,266 | $4,335-47.7% | $6,293-64.0% | $4,139-45.3% |
| Admin fee / account holder | $1,386 | $7,695-82.0% | $9,717-85.7% | $7,234-80.8% |