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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 | $30,092 | $57,305-47.5% | $86,640-65.3% | $75,173-60.0% |
| Participation rate | 64.0% | 63.2%+0.8pp | 71.7%-7.7pp | 67.2%-3.2pp |
| Annual return | 20.49% | 2674.24%-2653.8pp | 592.52%-572.0pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,817 | $2,316-21.5% | $3,024-39.9% | $2,671-32.0% |
| Participant deferral / active EE | $4,590 | $3,320+38.3% | $4,438+3.4% | $4,126+11.2% |
| Admin fee / account holder | $1,575 | $4,116-61.7% | $5,616-72.0% | $5,651-72.1% |