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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 | $30,151 | $80,812-62.7% | $160,784-81.2% | $82,448-63.4% |
| Participation rate | 62.7% | 66.2%-3.6pp | 77.0%-14.3pp | 68.1%-5.4pp |
| Annual return | 18.63% | 100.59%-82.0pp | 1803.92%-1785.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,844 | $2,174-15.2% | $3,733-50.6% | $2,551-27.7% |
| Participant deferral / active EE | $3,034 | $4,335-30.0% | $6,293-51.8% | $4,139-26.7% |
| Admin fee / account holder | $4,955 | $7,695-35.6% | $9,717-49.0% | $7,234-31.5% |