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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 | $40,330 | $80,812-50.1% | $160,784-74.9% | $82,448-51.1% |
| Participation rate | 61.9% | 66.2%-4.3pp | 77.0%-15.0pp | 68.1%-6.2pp |
| Annual return | 15.30% | 100.59%-85.3pp | 1803.92%-1788.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,042 | $2,174-52.0% | $3,733-72.1% | $2,551-59.1% |
| Participant deferral / active EE | $2,073 | $4,335-52.2% | $6,293-67.1% | $4,139-49.9% |
| Admin fee / account holder | $1,608 | $7,695-79.1% | $9,717-83.5% | $7,234-77.8% |