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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 | $32,003 | $60,139-46.8% | $90,461-64.6% | $79,856-59.9% |
| Participation rate | 53.3% | 65.0%-11.7pp | 72.7%-19.4pp | 69.6%-16.3pp |
| Annual return | 14.99% | 71.96%-57.0pp | 1294.76%-1279.8pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,407 | $2,069-32.0% | $3,264-56.9% | $2,471-43.1% |
| Participant deferral / active EE | $6,469 | $2,939+120.1% | $3,964+63.2% | $3,741+72.9% |
| Admin fee / account holder | $3,169 | $3,978-20.3% | $5,617-43.6% | $5,306-40.3% |