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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 | $28,471 | $105,200-72.9% | $159,474-82.1% | $85,847-66.8% |
| Participation rate | 63.2% | 75.8%-12.5pp | 82.8%-19.6pp | 69.3%-6.1pp |
| Annual return | 30.55% | 45.08%-14.5pp | 263.68%-233.1pp | 318.61%-288.1pp |
| Employer contribution / active EE | $2,614 | $3,319-21.2% | $4,831-45.9% | $2,565+1.9% |
| Participant deferral / active EE | $4,707 | $5,946-20.8% | $7,353-36.0% | $3,952+19.1% |
| Admin fee / account holder | $20,843 | $6,934+200.6% | $10,802+92.9% | $6,261+232.9% |