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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 | $29,302 | $80,812-63.7% | $160,784-81.8% | $82,448-64.5% |
| Participation rate | 68.8% | 66.2%+2.5pp | 77.0%-8.2pp | 68.1%+0.7pp |
| Annual return | 16.66% | 100.59%-83.9pp | 1803.92%-1787.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,355 | $2,174-37.7% | $3,733-63.7% | $2,551-46.9% |
| Participant deferral / active EE | $2,367 | $4,335-45.4% | $6,293-62.4% | $4,139-42.8% |
| Admin fee / account holder | $993 | $7,695-87.1% | $9,717-89.8% | $7,234-86.3% |