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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 | $35,778 | $80,812-55.7% | $160,784-77.7% | $82,448-56.6% |
| Participation rate | 55.8% | 66.2%-10.4pp | 77.0%-21.1pp | 68.1%-12.3pp |
| Annual return | 19.90% | 100.59%-80.7pp | 1803.92%-1784.0pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,383 | $2,174-36.4% | $3,733-62.9% | $2,551-45.8% |
| Participant deferral / active EE | $2,787 | $4,335-35.7% | $6,293-55.7% | $4,139-32.7% |
| Admin fee / account holder | $2,858 | $7,695-62.9% | $9,717-70.6% | $7,234-60.5% |