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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 | $35,630 | $80,812-55.9% | $160,784-77.8% | $82,448-56.8% |
| Participation rate | 52.1% | 66.2%-14.2pp | 77.0%-24.9pp | 68.1%-16.0pp |
| Annual return | 14.33% | 100.59%-86.3pp | 1803.92%-1789.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,007 | $2,174-53.7% | $3,733-73.0% | $2,551-60.5% |
| Participant deferral / active EE | $2,314 | $4,335-46.6% | $6,293-63.2% | $4,139-44.1% |
| Admin fee / account holder | $7,546 | $7,695-1.9% | $9,717-22.3% | $7,234+4.3% |