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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 | $27,709 | $80,812-65.7% | $160,784-82.8% | $82,448-66.4% |
| Participation rate | 37.7% | 66.2%-28.5pp | 77.0%-39.2pp | 68.1%-30.3pp |
| Annual return | 23.36% | 100.59%-77.2pp | 1803.92%-1780.6pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,285 | $2,174-40.9% | $3,733-65.6% | $2,551-49.6% |
| Participant deferral / active EE | $2,044 | $4,335-52.9% | $6,293-67.5% | $4,139-50.6% |
| Admin fee / account holder | $2,306 | $7,695-70.0% | $9,717-76.3% | $7,234-68.1% |