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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 | $36,791 | $80,812-54.5% | $160,784-77.1% | $82,448-55.4% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 18.34% | 100.59%-82.2pp | 1803.92%-1785.6pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,324 | $2,174-39.1% | $3,733-64.5% | $2,551-48.1% |
| Participant deferral / active EE | $1,919 | $4,335-55.7% | $6,293-69.5% | $4,139-53.6% |
| Admin fee / account holder | $1,047 | $7,695-86.4% | $9,717-89.2% | $7,234-85.5% |