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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 | $47,131 | $85,171-44.7% | $172,752-72.7% | $72,975-35.4% |
| Participation rate | 61.5% | 70.1%-8.5pp | 82.6%-21.1pp | 69.5%-8.0pp |
| Annual return | 22.76% | 27.32%-4.6pp | 802.97%-780.2pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,352 | $3,324-29.2% | $5,144-54.3% | $2,440-3.6% |
| Participant deferral / active EE | $3,667 | $3,260+12.5% | $5,198-29.4% | $3,608+1.6% |
| Admin fee / account holder | $9,088 | $5,880+54.5% | $13,955-34.9% | $5,124+77.4% |