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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 | $27,672 | $80,812-65.8% | $160,784-82.8% | $82,448-66.4% |
| Participation rate | 64.3% | 66.2%-1.9pp | 77.0%-12.7pp | 68.1%-3.8pp |
| Annual return | 20.05% | 100.59%-80.5pp | 1803.92%-1783.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $779 | $2,174-64.2% | $3,733-79.1% | $2,551-69.5% |
| Participant deferral / active EE | $2,901 | $4,335-33.1% | $6,293-53.9% | $4,139-29.9% |
| Admin fee / account holder | $5,164 | $7,695-32.9% | $9,717-46.9% | $7,234-28.6% |