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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 | $22,494 | $80,812-72.2% | $160,784-86.0% | $82,448-72.7% |
| Participation rate | 69.0% | 66.2%+2.7pp | 77.0%-8.0pp | 68.1%+0.9pp |
| Annual return | 16.68% | 100.59%-83.9pp | 1803.92%-1787.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,287 | $2,174-40.8% | $3,733-65.5% | $2,551-49.6% |
| Participant deferral / active EE | $1,531 | $4,335-64.7% | $6,293-75.7% | $4,139-63.0% |
| Admin fee / account holder | $670 | $7,695-91.3% | $9,717-93.1% | $7,234-90.7% |