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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 | $23,959 | $105,856-77.4% | $90,161-73.4% | $147,586-83.8% |
| Participation rate | 28.6% | 79.7%-51.2pp | 76.9%-48.3pp | 82.8%-54.3pp |
| Annual return | 101.72% | 37.63%+64.1pp | 34.89%+66.8pp | 578.59%-476.9pp |
| Employer contribution / active EE | $2,094 | $4,126-49.3% | $3,318-36.9% | $4,876-57.1% |
| Participant deferral / active EE | $2,135 | $5,733-62.8% | $5,287-59.6% | $5,439-60.7% |
| Admin fee / account holder | $25,541 | $8,046+217.4% | $5,943+329.7% | $10,886+134.6% |