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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 | $26,958 | $55,472-51.4% | $155,567-82.7% | $74,546-63.8% |
| Participation rate | 50.4% | 61.9%-11.5pp | 78.2%-27.8pp | 67.2%-16.8pp |
| Annual return | 13.51% | 268.72%-255.2pp | 64.74%-51.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,531 | $2,269+11.6% | $4,674-45.8% | $2,624-3.5% |
| Participant deferral / active EE | $4,106 | $2,838+44.7% | $5,628-27.0% | $4,347-5.5% |
| Admin fee / account holder | $2,098 | $1,743+20.4% | $15,916-86.8% | $1,944+7.9% |