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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 | $30,276 | $63,346-52.2% | $92,240-67.2% | $70,126-56.8% |
| Participation rate | 59.6% | 68.7%-9.0pp | 76.5%-16.8pp | 69.5%-9.9pp |
| Annual return | 14.28% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,489 | $2,471-39.8% | $3,680-59.5% | $2,343-36.4% |
| Participant deferral / active EE | $2,653 | $2,854-7.0% | $3,897-31.9% | $3,332-20.4% |
| Admin fee / account holder | $795 | $3,841-79.3% | $5,194-84.7% | $4,645-82.9% |