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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 | $37,505 | $80,812-53.6% | $160,784-76.7% | $82,448-54.5% |
| Participation rate | 47.1% | 66.2%-19.2pp | 77.0%-29.9pp | 68.1%-21.0pp |
| Annual return | 21.00% | 100.59%-79.6pp | 1803.92%-1782.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,569 | $2,174-27.8% | $3,733-58.0% | $2,551-38.5% |
| Participant deferral / active EE | $2,868 | $4,335-33.8% | $6,293-54.4% | $4,139-30.7% |
| Admin fee / account holder | $609 | $7,695-92.1% | $9,717-93.7% | $7,234-91.6% |