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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 | $59,218 | $60,128-1.5% | $90,440-34.5% | $79,852-25.8% |
| Participation rate | 55.3% | 65.0%-9.7pp | 72.7%-17.4pp | 69.6%-14.4pp |
| Annual return | 14.74% | 71.95%-57.2pp | 1294.38%-1279.6pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,173 | $2,068-43.3% | $3,263-64.1% | $2,471-52.5% |
| Participant deferral / active EE | $4,212 | $2,939+43.4% | $3,964+6.3% | $3,740+12.6% |
| Admin fee / account holder | $2,402 | $3,977-39.6% | $5,615-57.2% | $5,306-54.7% |