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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 | $42,893 | $59,467-27.9% | $93,727-54.2% | $74,478-42.4% |
| Participation rate | 63.8% | 59.6%+4.2pp | 68.7%-4.9pp | 67.2%-3.4pp |
| Annual return | 15.37% | 82.14%-66.8pp | 133.83%-118.5pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $928 | $1,267-26.8% | $2,421-61.7% | $2,626-64.7% |
| Participant deferral / active EE | $2,573 | $3,052-15.7% | $4,417-41.7% | $4,350-40.9% |
| Admin fee / account holder | $1,418 | $3,028-53.2% | $8,292-82.9% | $1,946-27.1% |