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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 | $32,636 | $80,812-59.6% | $160,784-79.7% | $82,448-60.4% |
| Participation rate | 57.1% | 66.2%-9.1pp | 77.0%-19.8pp | 68.1%-10.9pp |
| Annual return | 15.13% | 100.59%-85.5pp | 1803.92%-1788.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $631 | $2,174-71.0% | $3,733-83.1% | $2,551-75.3% |
| Participant deferral / active EE | $2,315 | $4,335-46.6% | $6,293-63.2% | $4,139-44.1% |
| Admin fee / account holder | $8,604 | $7,695+11.8% | $9,717-11.5% | $7,234+18.9% |