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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 | $26,988 | $58,927-54.2% | $76,823-64.9% | $72,983-63.0% |
| Participation rate | 53.3% | 67.3%-14.0pp | 72.1%-18.7pp | 69.5%-16.2pp |
| Annual return | 25.02% | 2305.64%-2280.6pp | 1166.42%-1141.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,075 | $1,787-39.8% | $2,302-53.3% | $2,440-55.9% |
| Participant deferral / active EE | $2,048 | $2,690-23.9% | $3,336-38.6% | $3,608-43.2% |
| Admin fee / account holder | $590 | $4,013-85.3% | $6,422-90.8% | $5,124-88.5% |