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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 | $36,131 | $60,139-39.9% | $90,461-60.1% | $79,856-54.8% |
| Participation rate | 63.3% | 65.0%-1.7pp | 72.7%-9.4pp | 69.6%-6.3pp |
| Annual return | 15.59% | 71.96%-56.4pp | 1294.76%-1279.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,246 | $2,069-39.8% | $3,264-61.8% | $2,471-49.6% |
| Participant deferral / active EE | $811 | $2,939-72.4% | $3,964-79.5% | $3,741-78.3% |
| Admin fee / account holder | $1,186 | $3,978-70.2% | $5,617-78.9% | $5,306-77.6% |