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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 | $28,036 | $80,812-65.3% | $160,784-82.6% | $82,448-66.0% |
| Participation rate | 59.2% | 66.2%-7.1pp | 77.0%-17.8pp | 68.1%-8.9pp |
| Annual return | 14.19% | 100.59%-86.4pp | 1803.92%-1789.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,654 | $2,174-23.9% | $3,733-55.7% | $2,551-35.2% |
| Participant deferral / active EE | $2,758 | $4,335-36.4% | $6,293-56.2% | $4,139-33.4% |
| Admin fee / account holder | $1,986 | $7,695-74.2% | $9,717-79.6% | $7,234-72.5% |