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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 | $55,622 | $80,812-31.2% | $160,784-65.4% | $82,448-32.5% |
| Participation rate | 36.9% | 66.2%-29.3pp | 77.0%-40.0pp | 68.1%-31.1pp |
| Annual return | 13.87% | 100.59%-86.7pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,042 | $2,174-52.1% | $3,733-72.1% | $2,551-59.2% |
| Participant deferral / active EE | $1,628 | $4,335-62.5% | $6,293-74.1% | $4,139-60.7% |
| Admin fee / account holder | $3,945 | $7,695-48.7% | $9,717-59.4% | $7,234-45.5% |