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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 | $50,632 | $65,575-22.8% | $86,209-41.3% | $75,181-32.7% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.0%-11.3pp | 67.2%-9.5pp |
| Annual return | 20.55% | 46.07%-25.5pp | 1169.05%-1148.5pp | 160.69%-140.1pp |
| Employer contribution / active EE | $1,418 | $1,553-8.7% | $2,381-40.5% | $2,671-46.9% |
| Participant deferral / active EE | $3,588 | $3,023+18.7% | $3,986-10.0% | $4,126-13.0% |
| Admin fee / account holder | $3,788 | $5,470-30.7% | $6,853-44.7% | $5,650-32.9% |