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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 | $52,759 | $65,566-19.5% | $86,235-38.8% | $75,177-29.8% |
| Participation rate | 33.8% | 60.5%-26.7pp | 69.0%-35.1pp | 67.2%-33.4pp |
| Annual return | 17.03% | 46.07%-29.0pp | 1170.03%-1153.0pp | 160.75%-143.7pp |
| Employer contribution / active EE | $1,010 | $1,553-35.0% | $2,381-57.6% | $2,671-62.2% |
| Participant deferral / active EE | $1,594 | $3,023-47.3% | $3,987-60.0% | $4,126-61.4% |
| Admin fee / account holder | $9,746 | $5,470+78.2% | $6,856+42.2% | $5,651+72.5% |