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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 | $30,721 | $56,640-45.8% | $78,002-60.6% | $55,167-44.3% |
| Participation rate | 55.7% | 73.3%-17.7pp | 75.5%-19.9pp | 69.0%-13.3pp |
| Annual return | 9.61% | 2868.48%-2858.9pp | 425.99%-416.4pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,091 | $1,724-36.7% | $2,470-55.8% | $1,963-44.4% |
| Participant deferral / active EE | $2,021 | $2,778-27.3% | $3,497-42.2% | $3,054-33.8% |
| Admin fee / account holder | $530 | $467+13.7% | $5,481-90.3% | $504+5.3% |