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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 | $50,213 | $100,041-49.8% | $149,718-66.5% | $70,131-28.4% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 17.42% | 27.43%-10.0pp | 1501.70%-1484.3pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,674 | $3,662-54.3% | $5,444-69.2% | $2,342-28.5% |
| Participant deferral / active EE | $3,910 | $4,983-21.5% | $6,568-40.5% | $3,332+17.4% |
| Admin fee / account holder | $569 | $8,286-93.1% | $11,283-95.0% | $4,645-87.8% |