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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 | $27,393 | $60,119-54.4% | $90,430-69.7% | $79,858-65.7% |
| Participation rate | 69.0% | 65.0%+4.1pp | 72.7%-3.6pp | 69.6%-0.6pp |
| Annual return | 17.06% | 71.94%-54.9pp | 1293.73%-1276.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,310 | $2,068-36.6% | $3,262-59.8% | $2,471-47.0% |
| Participant deferral / active EE | $2,946 | $2,938+0.3% | $3,963-25.7% | $3,740-21.2% |
| Admin fee / account holder | $5,402 | $3,976+35.9% | $5,613-3.8% | $5,306+1.8% |