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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 | $18,440 | $60,119-69.3% | $90,430-79.6% | $79,858-76.9% |
| Participation rate | 51.1% | 65.0%-13.9pp | 72.7%-21.6pp | 69.6%-18.5pp |
| Annual return | 11.63% | 71.94%-60.3pp | 1293.73%-1282.1pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,304 | $2,068-36.9% | $3,262-60.0% | $2,471-47.2% |
| Participant deferral / active EE | $2,550 | $2,938-13.2% | $3,963-35.7% | $3,740-31.8% |
| Admin fee / account holder | $536 | $3,976-86.5% | $5,613-90.5% | $5,306-89.9% |