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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 | $37,873 | $80,812-53.1% | $160,784-76.4% | $82,448-54.1% |
| Participation rate | 42.0% | 66.2%-24.2pp | 77.0%-35.0pp | 68.1%-26.1pp |
| Annual return | 15.40% | 100.59%-85.2pp | 1803.92%-1788.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,770 | $2,174-18.6% | $3,733-52.6% | $2,551-30.6% |
| Participant deferral / active EE | $3,345 | $4,335-22.9% | $6,293-46.9% | $4,139-19.2% |
| Admin fee / account holder | $7,958 | $7,695+3.4% | $9,717-18.1% | $7,234+10.0% |