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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 | $23,262 | $51,642-55.0% | $129,384-82.0% | $80,935-71.3% |
| Participation rate | 51.3% | 56.9%-5.6pp | 69.6%-18.4pp | 67.7%-16.4pp |
| Annual return | 73.86% | 20.78%+53.1pp | 9461.77%-9387.9pp | 35.66%+38.2pp |
| Employer contribution / active EE | $2,185 | $1,583+38.0% | $4,153-47.4% | $2,757-20.7% |
| Participant deferral / active EE | $1,901 | $2,670-28.8% | $4,166-54.4% | $4,299-55.8% |
| Admin fee / account holder | $3,491 | $4,312-19.0% | $7,686-54.6% | $6,924-49.6% |