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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 | $31,106 | $60,139-48.3% | $90,461-65.6% | $79,856-61.0% |
| Participation rate | 62.9% | 65.0%-2.1pp | 72.7%-9.8pp | 69.6%-6.8pp |
| Annual return | 23.21% | 71.96%-48.7pp | 1294.76%-1271.5pp | 31.71%-8.5pp |
| Employer contribution / active EE | $2,638 | $2,069+27.5% | $3,264-19.2% | $2,471+6.8% |
| Participant deferral / active EE | $5,500 | $2,939+87.1% | $3,964+38.7% | $3,741+47.0% |
| Admin fee / account holder | $6,295 | $3,978+58.2% | $5,617+12.1% | $5,306+18.6% |