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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 | $21,807 | $48,570-55.1% | $130,660-83.3% | $72,975-70.1% |
| Participation rate | 61.3% | 58.6%+2.7pp | 71.7%-10.5pp | 69.5%-8.2pp |
| Annual return | 24.34% | 38.63%-14.3pp | 1709.29%-1685.0pp | 81.01%-56.7pp |
| Employer contribution / active EE | $2,003 | $1,334+50.1% | $4,092-51.1% | $2,440-17.9% |
| Participant deferral / active EE | $2,515 | $2,384+5.5% | $3,603-30.2% | $3,608-30.3% |
| Admin fee / account holder | $3,180 | $3,549-10.4% | $5,463-41.8% | $5,124-37.9% |