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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 | $34,208 | $60,128-43.1% | $90,440-62.2% | $79,852-57.2% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 26.83% | 71.95%-45.1pp | 1294.38%-1267.6pp | 31.72%-4.9pp |
| Employer contribution / active EE | $1,796 | $2,068-13.2% | $3,263-45.0% | $2,471-27.3% |
| Participant deferral / active EE | $2,743 | $2,939-6.7% | $3,964-30.8% | $3,740-26.7% |
| Admin fee / account holder | $1,469 | $3,977-63.1% | $5,615-73.8% | $5,306-72.3% |