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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 | $35,118 | $85,171-58.8% | $172,753-79.7% | $72,976-51.9% |
| Participation rate | 69.4% | 70.1%-0.6pp | 82.6%-13.2pp | 69.5%0pp |
| Annual return | 25.83% | 27.32%-1.5pp | 803.00%-777.2pp | 81.02%-55.2pp |
| Employer contribution / active EE | $1,317 | $3,324-60.4% | $5,144-74.4% | $2,440-46.0% |
| Participant deferral / active EE | $2,041 | $3,260-37.4% | $5,198-60.7% | $3,608-43.4% |
| Admin fee / account holder | $8,355 | $5,880+42.1% | $13,956-40.1% | $5,124+63.1% |