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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 | $45,162 | $65,575-31.1% | $86,209-47.6% | $75,181-39.9% |
| Participation rate | 38.7% | 60.5%-21.8pp | 69.0%-30.3pp | 67.2%-28.5pp |
| Annual return | 17.17% | 46.07%-28.9pp | 1169.05%-1151.9pp | 160.69%-143.5pp |
| Employer contribution / active EE | $1,408 | $1,553-9.4% | $2,381-40.9% | $2,671-47.3% |
| Participant deferral / active EE | $2,050 | $3,023-32.2% | $3,986-48.6% | $4,126-50.3% |
| Admin fee / account holder | $1,989 | $5,470-63.6% | $6,853-71.0% | $5,650-64.8% |