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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 | $27,822 | $102,385-72.8% | $147,080-81.1% | $80,935-65.6% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 46.30% | 135.09%-88.8pp | 420.17%-373.9pp | 35.66%+10.6pp |
| Employer contribution / active EE | $1,952 | $3,717-47.5% | $4,933-60.4% | $2,757-29.2% |
| Participant deferral / active EE | $3,192 | $6,651-52.0% | $8,066-60.4% | $4,299-25.8% |
| Admin fee / account holder | $2,374 | $7,951-70.1% | $12,989-81.7% | $6,924-65.7% |