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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 | $19,597 | $60,139-67.4% | $90,461-78.3% | $79,856-75.5% |
| Participation rate | 66.2% | 65.0%+1.2pp | 72.7%-6.5pp | 69.6%-3.5pp |
| Annual return | 26.95% | 71.96%-45.0pp | 1294.76%-1267.8pp | 31.71%-4.8pp |
| Employer contribution / active EE | $2,126 | $2,069+2.8% | $3,264-34.9% | $2,471-14.0% |
| Participant deferral / active EE | $4,746 | $2,939+61.5% | $3,964+19.7% | $3,741+26.9% |
| Admin fee / account holder | $3,823 | $3,978-3.9% | $5,617-31.9% | $5,306-28.0% |