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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 | $36,517 | $80,812-54.8% | $160,784-77.3% | $82,448-55.7% |
| Participation rate | 56.8% | 66.2%-9.4pp | 77.0%-20.2pp | 68.1%-11.3pp |
| Annual return | 21.45% | 100.59%-79.1pp | 1803.92%-1782.5pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,501 | $2,174-30.9% | $3,733-59.8% | $2,551-41.1% |
| Participant deferral / active EE | $2,430 | $4,335-44.0% | $6,293-61.4% | $4,139-41.3% |
| Admin fee / account holder | $2,066 | $7,695-73.2% | $9,717-78.7% | $7,234-71.4% |