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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 | $31,498 | $55,470-43.2% | $155,556-79.8% | $74,478-57.7% |
| Participation rate | 66.3% | 61.9%+4.4pp | 78.2%-11.9pp | 67.2%-0.9pp |
| Annual return | 11.64% | 269.80%-258.2pp | 64.84%-53.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $1,307 | $2,267-42.4% | $4,675-72.1% | $2,626-50.2% |
| Participant deferral / active EE | $2,540 | $2,838-10.5% | $5,631-54.9% | $4,350-41.6% |
| Admin fee / account holder | $1,658 | $1,744-4.9% | $15,885-89.6% | $1,946-14.8% |