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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 | $15,163 | $51,642-70.6% | $129,384-88.3% | $80,935-81.3% |
| Participation rate | 45.7% | 56.9%-11.2pp | 69.6%-23.9pp | 67.7%-21.9pp |
| Annual return | 105.91% | 20.78%+85.1pp | 9461.77%-9355.9pp | 35.66%+70.2pp |
| Employer contribution / active EE | $1,024 | $1,583-35.3% | $4,153-75.4% | $2,757-62.9% |
| Participant deferral / active EE | $1,461 | $2,670-45.3% | $4,166-64.9% | $4,299-66.0% |
| Admin fee / account holder | $2,101 | $4,312-51.3% | $7,686-72.7% | $6,924-69.7% |