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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 | $31,265 | $68,097-54.1% | $62,929-50.3% | $137,256-77.2% |
| Participation rate | 45.5% | 77.4%-32.0pp | 73.1%-27.7pp | 80.0%-34.5pp |
| Annual return | 22.38% | 1859.11%-1836.7pp | 1063.93%-1041.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,399 | $2,811-50.2% | $2,505-44.2% | $4,156-66.3% |
| Participant deferral / active EE | $2,467 | $4,553-45.8% | $3,888-36.6% | $6,407-61.5% |
| Admin fee / account holder | $675 | $6,521-89.7% | $5,065-86.7% | $12,270-94.5% |