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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 | $25,765 | $60,128-57.2% | $90,440-71.5% | $79,852-67.7% |
| Participation rate | 40.4% | 65.0%-24.6pp | 72.7%-32.3pp | 69.6%-29.2pp |
| Annual return | 16.01% | 71.95%-55.9pp | 1294.38%-1278.4pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,659 | $2,068-19.8% | $3,263-49.2% | $2,471-32.9% |
| Participant deferral / active EE | $3,076 | $2,939+4.7% | $3,964-22.4% | $3,740-17.8% |
| Admin fee / account holder | $4,944 | $3,977+24.3% | $5,615-11.9% | $5,306-6.8% |