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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 | $59,456-27.9% | $93,669-54.2% | $74,429-42.4% |
| Participation rate | 63.8% | 59.6%+4.1pp | 68.7%-4.9pp | 67.2%-3.4pp |
| Annual return | 15.37% | 82.00%-66.6pp | 133.59%-118.2pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $928 | $1,266-26.7% | $2,424-61.7% | $2,625-64.7% |
| Participant deferral / active EE | $2,573 | $3,052-15.7% | $4,416-41.7% | $4,348-40.8% |
| Admin fee / account holder | $1,418 | $3,026-53.1% | $8,291-82.9% | $1,944-27.1% |