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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 | $28,204 | $80,812-65.1% | $160,784-82.5% | $82,448-65.8% |
| Participation rate | 54.5% | 66.2%-11.7pp | 77.0%-22.4pp | 68.1%-13.5pp |
| Annual return | 16.31% | 100.59%-84.3pp | 1803.92%-1787.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,082 | $2,174-50.2% | $3,733-71.0% | $2,551-57.6% |
| Participant deferral / active EE | $2,352 | $4,335-45.8% | $6,293-62.6% | $4,139-43.2% |
| Admin fee / account holder | $1,989 | $7,695-74.2% | $9,717-79.5% | $7,234-72.5% |