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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 | $38,940 | $80,812-51.8% | $160,784-75.8% | $82,448-52.8% |
| Participation rate | 60.8% | 66.2%-5.5pp | 77.0%-16.2pp | 68.1%-7.3pp |
| Annual return | 16.63% | 100.59%-84.0pp | 1803.92%-1787.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,192 | $2,174-45.2% | $3,733-68.1% | $2,551-53.3% |
| Participant deferral / active EE | $3,189 | $4,335-26.4% | $6,293-49.3% | $4,139-23.0% |
| Admin fee / account holder | $3,963 | $7,695-48.5% | $9,717-59.2% | $7,234-45.2% |