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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 | $36,267 | $80,812-55.1% | $160,784-77.4% | $82,448-56.0% |
| Participation rate | 61.2% | 66.2%-5.0pp | 77.0%-15.8pp | 68.1%-6.9pp |
| Annual return | 21.57% | 100.59%-79.0pp | 1803.92%-1782.4pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,950 | $2,174-10.3% | $3,733-47.8% | $2,551-23.6% |
| Participant deferral / active EE | $3,826 | $4,335-11.8% | $6,293-39.2% | $4,139-7.6% |
| Admin fee / account holder | $6,061 | $7,695-21.2% | $9,717-37.6% | $7,234-16.2% |