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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 | $31,339 | $102,663-69.5% | $86,216-63.7% | $139,466-77.5% |
| Participation rate | 56.3% | 74.5%-18.3pp | 69.0%-12.7pp | 80.3%-24.1pp |
| Annual return | 14.79% | 1924.52%-1909.7pp | 1169.42%-1154.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,274 | $3,035-58.0% | $2,382-46.5% | $4,754-73.2% |
| Participant deferral / active EE | $2,861 | $4,677-38.8% | $3,986-28.2% | $6,712-57.4% |
| Admin fee / account holder | $1,228 | $8,663-85.8% | $6,853-82.1% | $11,409-89.2% |