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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 | $53,933 | $65,575-17.8% | $86,209-37.4% | $75,181-28.3% |
| Participation rate | 47.1% | 60.5%-13.4pp | 69.0%-21.9pp | 67.2%-20.1pp |
| Annual return | 21.11% | 46.07%-25.0pp | 1169.05%-1147.9pp | 160.69%-139.6pp |
| Employer contribution / active EE | $2,943 | $1,553+89.4% | $2,381+23.6% | $2,671+10.2% |
| Participant deferral / active EE | $5,630 | $3,023+86.2% | $3,986+41.2% | $4,126+36.5% |
| Admin fee / account holder | $785 | $5,470-85.6% | $6,853-88.5% | $5,650-86.1% |