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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 | $37,355 | $65,555-43.0% | $86,216-56.7% | $75,173-50.3% |
| Participation rate | 50.8% | 60.5%-9.6pp | 69.0%-18.1pp | 67.2%-16.4pp |
| Annual return | 23.59% | 46.07%-22.5pp | 1169.42%-1145.8pp | 160.72%-137.1pp |
| Employer contribution / active EE | $1,468 | $1,553-5.5% | $2,382-38.4% | $2,671-45.1% |
| Participant deferral / active EE | $2,441 | $3,023-19.3% | $3,986-38.8% | $4,126-40.8% |
| Admin fee / account holder | $5,335 | $5,469-2.5% | $6,853-22.2% | $5,651-5.6% |