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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 | $28,056 | $102,385-72.6% | $147,080-80.9% | $80,935-65.3% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 27.71% | 135.09%-107.4pp | 420.17%-392.5pp | 35.66%-7.9pp |
| Employer contribution / active EE | $2,924 | $3,717-21.3% | $4,933-40.7% | $2,757+6.1% |
| Participant deferral / active EE | $3,547 | $6,651-46.7% | $8,066-56.0% | $4,299-17.5% |
| Admin fee / account holder | $3,442 | $7,951-56.7% | $12,989-73.5% | $6,924-50.3% |