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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 | $62,149 | $80,812-23.1% | $160,784-61.3% | $82,448-24.6% |
| Participation rate | 38.9% | 66.2%-27.3pp | 77.0%-38.1pp | 68.1%-29.2pp |
| Annual return | 17.67% | 100.59%-82.9pp | 1803.92%-1786.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,163 | $2,174-46.5% | $3,733-68.8% | $2,551-54.4% |
| Participant deferral / active EE | $2,594 | $4,335-40.2% | $6,293-58.8% | $4,139-37.3% |
| Admin fee / account holder | $2,625 | $7,695-65.9% | $9,717-73.0% | $7,234-63.7% |