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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 | $36,660 | $65,575-44.1% | $86,209-57.5% | $75,181-51.2% |
| Participation rate | 40.5% | 60.5%-19.9pp | 69.0%-28.4pp | 67.2%-26.7pp |
| Annual return | 15.86% | 46.07%-30.2pp | 1169.05%-1153.2pp | 160.69%-144.8pp |
| Employer contribution / active EE | $992 | $1,553-36.1% | $2,381-58.3% | $2,671-62.8% |
| Participant deferral / active EE | $1,647 | $3,023-45.5% | $3,986-58.7% | $4,126-60.1% |
| Admin fee / account holder | $1,815 | $5,470-66.8% | $6,853-73.5% | $5,650-67.9% |