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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 | $19,672 | $65,555-70.0% | $86,216-77.2% | $75,173-73.8% |
| Participation rate | 57.8% | 60.5%-2.7pp | 69.0%-11.2pp | 67.2%-9.4pp |
| Annual return | 36.66% | 46.07%-9.4pp | 1169.42%-1132.8pp | 160.72%-124.1pp |
| Employer contribution / active EE | $2,114 | $1,553+36.1% | $2,382-11.3% | $2,671-20.9% |
| Participant deferral / active EE | $5,524 | $3,023+82.7% | $3,986+38.6% | $4,126+33.9% |
| Admin fee / account holder | $310 | $5,469-94.3% | $6,853-95.5% | $5,651-94.5% |