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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 | $32,501 | $58,927-44.8% | $76,823-57.7% | $72,983-55.5% |
| Participation rate | 51.8% | 67.3%-15.6pp | 72.1%-20.3pp | 69.5%-17.7pp |
| Annual return | 19.98% | 2305.64%-2285.7pp | 1166.42%-1146.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,561 | $1,787-12.6% | $2,302-32.2% | $2,440-36.0% |
| Participant deferral / active EE | $3,456 | $2,690+28.5% | $3,336+3.6% | $3,608-4.2% |
| Admin fee / account holder | $1,771 | $4,013-55.9% | $6,422-72.4% | $5,124-65.4% |