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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 | $27,907 | $56,431-50.5% | $130,788-78.7% | $87,485-68.1% |
| Participation rate | 56.5% | 58.9%-2.5pp | 70.1%-13.6pp | 68.9%-12.5pp |
| Annual return | 20.89% | 91.27%-70.4pp | 386.44%-365.5pp | 26.06%-5.2pp |
| Employer contribution / active EE | $2,161 | $1,549+39.5% | $3,558-39.3% | $2,596-16.8% |
| Participant deferral / active EE | $3,483 | $2,749+26.7% | $4,137-15.8% | $4,274-18.5% |
| Admin fee / account holder | $4,318 | $4,433-2.6% | $6,673-35.3% | $7,775-44.5% |