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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 | $33,356 | $112,121-70.3% | $95,960-65.2% | $158,966-79.0% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 21.36% | 171.16%-149.8pp | 91.63%-70.3pp | 302.95%-281.6pp |
| Employer contribution / active EE | $1,800 | $3,199-43.7% | $2,541-29.2% | $4,762-62.2% |
| Participant deferral / active EE | $2,549 | $4,784-46.7% | $4,167-38.8% | $5,983-57.4% |
| Admin fee / account holder | $595 | $10,135-94.1% | $6,797-91.2% | $11,250-94.7% |