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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 | $54,130 | $80,812-33.0% | $160,784-66.3% | $82,448-34.3% |
| Participation rate | 52.5% | 66.2%-13.7pp | 77.0%-24.4pp | 68.1%-15.5pp |
| Annual return | 20.36% | 100.59%-80.2pp | 1803.92%-1783.6pp | 41.64%-21.3pp |
| Employer contribution / active EE | $977 | $2,174-55.1% | $3,733-73.8% | $2,551-61.7% |
| Participant deferral / active EE | $2,241 | $4,335-48.3% | $6,293-64.4% | $4,139-45.8% |
| Admin fee / account holder | $1,891 | $7,695-75.4% | $9,717-80.5% | $7,234-73.9% |