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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 | $48,082 | $80,812-40.5% | $160,784-70.1% | $82,448-41.7% |
| Participation rate | 54.7% | 66.2%-11.6pp | 77.0%-22.3pp | 68.1%-13.4pp |
| Annual return | 19.94% | 100.59%-80.7pp | 1803.92%-1784.0pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,686 | $2,174-22.4% | $3,733-54.8% | $2,551-33.9% |
| Participant deferral / active EE | $2,892 | $4,335-33.3% | $6,293-54.0% | $4,139-30.1% |
| Admin fee / account holder | $6,225 | $7,695-19.1% | $9,717-35.9% | $7,234-13.9% |