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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 | $68,550 | $80,812-15.2% | $160,784-57.4% | $82,448-16.9% |
| Participation rate | 43.1% | 66.2%-23.1pp | 77.0%-33.8pp | 68.1%-24.9pp |
| Annual return | 17.57% | 100.59%-83.0pp | 1803.92%-1786.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,323 | $2,174-39.1% | $3,733-64.5% | $2,551-48.1% |
| Participant deferral / active EE | $5,715 | $4,335+31.8% | $6,293-9.2% | $4,139+38.1% |
| Admin fee / account holder | $1,555 | $7,695-79.8% | $9,717-84.0% | $7,234-78.5% |