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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 | $30,681 | $58,311-47.4% | $81,882-62.5% | $80,959-62.1% |
| Participation rate | 54.5% | 63.5%-8.9pp | 72.4%-17.8pp | 67.7%-13.1pp |
| Annual return | 55.34% | 41.85%+13.5pp | 779.47%-724.1pp | 35.67%+19.7pp |
| Employer contribution / active EE | $1,579 | $2,347-32.7% | $2,916-45.9% | $2,757-42.7% |
| Participant deferral / active EE | $2,767 | $3,287-15.8% | $4,323-36.0% | $4,300-35.7% |
| Admin fee / account holder | $1,975 | $4,752-58.4% | $7,360-73.2% | $6,925-71.5% |