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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 | $31,412 | $60,128-47.8% | $90,440-65.3% | $79,852-60.7% |
| Participation rate | 62.7% | 65.0%-2.2pp | 72.7%-9.9pp | 69.6%-6.9pp |
| Annual return | 13.08% | 71.95%-58.9pp | 1294.38%-1281.3pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,961 | $2,068-5.2% | $3,263-39.9% | $2,471-20.7% |
| Participant deferral / active EE | $1,061 | $2,939-63.9% | $3,964-73.2% | $3,740-71.6% |
| Admin fee / account holder | $1,747 | $3,977-56.1% | $5,615-68.9% | $5,306-67.1% |