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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 | $48,686 | $92,224-47.2% | $105,223-53.7% | $79,634-38.9% |
| Participation rate | 23.2% | 69.2%-46.0pp | 75.0%-51.8pp | 62.5%-39.3pp |
| Annual return | 21.69% | 88.65%-67.0pp | 180.65%-159.0pp | 36.46%-14.8pp |
| Employer contribution / active EE | $859 | $3,965-78.3% | $3,689-76.7% | $2,529-66.0% |
| Participant deferral / active EE | $1,531 | $3,834-60.1% | $5,072-69.8% | $3,835-60.1% |
| Admin fee / account holder | $1,190 | $1,121+6.2% | $8,859-86.6% | $1,002+18.8% |