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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 | $60,393-52.5% | $81,820-65.0% | $74,429-61.5% |
| Participation rate | 62.9% | 62.9%0pp | 72.4%-9.5pp | 67.2%-4.4pp |
| Annual return | 12.23% | 16.89%-4.7pp | 777.93%-765.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $987 | $2,626-62.4% | $2,915-66.2% | $2,625-62.4% |
| Participant deferral / active EE | $1,056 | $3,397-68.9% | $4,323-75.6% | $4,348-75.7% |
| Admin fee / account holder | $2,993 | $1,491+100.8% | $7,391-59.5% | $1,944+54.0% |