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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 | $39,100 | $65,566-40.4% | $86,235-54.7% | $75,177-48.0% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.0%-29.0pp | 67.2%-27.2pp |
| Annual return | 19.08% | 46.07%-27.0pp | 1170.03%-1151.0pp | 160.75%-141.7pp |
| Employer contribution / active EE | $2,037 | $1,553+31.1% | $2,381-14.5% | $2,671-23.7% |
| Participant deferral / active EE | $5,192 | $3,023+71.7% | $3,987+30.2% | $4,126+25.8% |
| Admin fee / account holder | $2,592 | $5,470-52.6% | $6,856-62.2% | $5,651-54.1% |