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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 | $32,292 | $65,555-50.7% | $86,216-62.5% | $75,173-57.0% |
| Participation rate | 37.5% | 60.5%-23.0pp | 69.0%-31.5pp | 67.2%-29.7pp |
| Annual return | 20.66% | 46.07%-25.4pp | 1169.42%-1148.8pp | 160.72%-140.1pp |
| Employer contribution / active EE | $1,612 | $1,553+3.8% | $2,382-32.3% | $2,671-39.6% |
| Participant deferral / active EE | $3,463 | $3,023+14.6% | $3,986-13.1% | $4,126-16.1% |
| Admin fee / account holder | $1,181 | $5,469-78.4% | $6,853-82.8% | $5,651-79.1% |