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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 | $22,236 | $48,337-54.0% | $67,560-67.1% | $80,959-72.5% |
| Participation rate | 64.7% | 66.4%-1.7pp | 72.9%-8.2pp | 67.7%-3.0pp |
| Annual return | 67.19% | 18.26%+48.9pp | 3533.50%-3466.3pp | 35.67%+31.5pp |
| Employer contribution / active EE | $1,325 | $2,023-34.5% | $2,737-51.6% | $2,757-51.9% |
| Participant deferral / active EE | $4,744 | $2,928+62.0% | $4,004+18.5% | $4,300+10.3% |
| Admin fee / account holder | $854 | $3,695-76.9% | $3,994-78.6% | $6,925-87.7% |