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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 | $50,296 | $80,812-37.8% | $160,784-68.7% | $82,448-39.0% |
| Participation rate | 55.6% | 66.2%-10.7pp | 77.0%-21.4pp | 68.1%-12.5pp |
| Annual return | 17.29% | 100.59%-83.3pp | 1803.92%-1786.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,530 | $2,174-29.6% | $3,733-59.0% | $2,551-40.0% |
| Participant deferral / active EE | $3,788 | $4,335-12.6% | $6,293-39.8% | $4,139-8.5% |
| Admin fee / account holder | $1,347 | $7,695-82.5% | $9,717-86.1% | $7,234-81.4% |