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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 | $53,257 | $65,423-18.6% | $98,477-45.9% | $85,856-38.0% |
| Participation rate | 62.1% | 65.0%-2.9pp | 73.3%-11.2pp | 69.3%-7.2pp |
| Annual return | 24.23% | 21.76%+2.5pp | 1493.59%-1469.4pp | 318.58%-294.4pp |
| Employer contribution / active EE | $1,201 | $2,168-44.6% | $2,961-59.4% | $2,565-53.2% |
| Participant deferral / active EE | $2,617 | $3,167-17.4% | $4,276-38.8% | $3,952-33.8% |
| Admin fee / account holder | $932 | $4,594-79.7% | $5,951-84.3% | $6,261-85.1% |