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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 | $34,347 | $103,387-66.8% | $87,102-60.6% | $152,885-77.5% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.9%-8.1pp | 82.5%-13.7pp |
| Annual return | 102.42% | 28.10%+74.3pp | 28.19%+74.2pp | 345.39%-243.0pp |
| Employer contribution / active EE | $1,272 | $3,221-60.5% | $2,521-49.6% | $4,763-73.3% |
| Participant deferral / active EE | $2,613 | $4,778-45.3% | $4,048-35.5% | $5,851-55.3% |
| Admin fee / account holder | $1,346 | $12,193-89.0% | $7,491-82.0% | $11,598-88.4% |