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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 | $34,979 | $111,814-68.7% | $103,374-66.2% | $145,959-76.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 163.23% | 24.77%+138.5pp | 24.89%+138.3pp | 561.95%-398.7pp |
| Employer contribution / active EE | $2,583 | $4,214-38.7% | $3,869-33.2% | $4,661-44.6% |
| Participant deferral / active EE | $4,668 | $5,618-16.9% | $5,058-7.7% | $6,689-30.2% |
| Admin fee / account holder | $4,803 | $9,754-50.8% | $8,394-42.8% | $13,398-64.1% |