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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 | $28,668 | $60,261-52.4% | $81,783-64.9% | $74,546-61.5% |
| Participation rate | 62.9% | 62.9%0pp | 72.4%-9.5pp | 67.2%-4.4pp |
| Annual return | 12.23% | 16.88%-4.7pp | 775.05%-762.8pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $987 | $2,622-62.4% | $2,913-66.1% | $2,624-62.4% |
| Participant deferral / active EE | $1,056 | $3,388-68.8% | $4,320-75.5% | $4,347-75.7% |
| Admin fee / account holder | $2,993 | $1,482+101.9% | $7,380-59.4% | $1,944+54.0% |