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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 | $64,588 | $65,555-1.5% | $86,216-25.1% | $75,173-14.1% |
| Participation rate | 43.9% | 60.5%-16.6pp | 69.0%-25.1pp | 67.2%-23.3pp |
| Annual return | 15.13% | 46.07%-30.9pp | 1169.42%-1154.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,063 | $1,553-31.6% | $2,382-55.4% | $2,671-60.2% |
| Participant deferral / active EE | $1,961 | $3,023-35.2% | $3,986-50.8% | $4,126-52.5% |
| Admin fee / account holder | $3,112 | $5,469-43.1% | $6,853-54.6% | $5,651-44.9% |