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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 | $32,770 | $57,305-42.8% | $86,640-62.2% | $75,173-56.4% |
| Participation rate | 63.9% | 63.2%+0.7pp | 71.7%-7.8pp | 67.2%-3.3pp |
| Annual return | 20.23% | 2674.24%-2654.0pp | 592.52%-572.3pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,975 | $2,316-14.7% | $3,024-34.7% | $2,671-26.1% |
| Participant deferral / active EE | $2,264 | $3,320-31.8% | $4,438-49.0% | $4,126-45.1% |
| Admin fee / account holder | $1,037 | $4,116-74.8% | $5,616-81.5% | $5,651-81.6% |