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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 | $37,299 | $57,305-34.9% | $86,640-56.9% | $75,173-50.4% |
| Participation rate | 64.3% | 63.2%+1.1pp | 71.7%-7.4pp | 67.2%-2.9pp |
| Annual return | 19.74% | 2674.24%-2654.5pp | 592.52%-572.8pp | 160.72%-141.0pp |
| Employer contribution / active EE | $996 | $2,316-57.0% | $3,024-67.1% | $2,671-62.7% |
| Participant deferral / active EE | $2,914 | $3,320-12.2% | $4,438-34.4% | $4,126-29.4% |
| Admin fee / account holder | $697 | $4,116-83.1% | $5,616-87.6% | $5,651-87.7% |