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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 | $21,963 | $55,446-60.4% | $155,574-85.9% | $74,429-70.5% |
| Participation rate | 69.3% | 61.9%+7.4pp | 78.2%-8.9pp | 67.2%+2.1pp |
| Annual return | 15.03% | 269.20%-254.2pp | 64.87%-49.8pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $949 | $2,266-58.1% | $4,676-79.7% | $2,625-63.8% |
| Participant deferral / active EE | $1,436 | $2,836-49.4% | $5,629-74.5% | $4,348-67.0% |
| Admin fee / account holder | $1,364 | $1,743-21.8% | $15,914-91.4% | $1,944-29.9% |