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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 | $17,118 | $80,812-78.8% | $160,784-89.4% | $82,448-79.2% |
| Participation rate | 69.0% | 66.2%+2.7pp | 77.0%-8.0pp | 68.1%+0.9pp |
| Annual return | 18.87% | 100.59%-81.7pp | 1803.92%-1785.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,195 | $2,174-45.0% | $3,733-68.0% | $2,551-53.1% |
| Participant deferral / active EE | $2,624 | $4,335-39.5% | $6,293-58.3% | $4,139-36.6% |
| Admin fee / account holder | $917 | $7,695-88.1% | $9,717-90.6% | $7,234-87.3% |