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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 | $30,573 | $59,467-48.6% | $93,727-67.4% | $74,478-59.0% |
| Participation rate | 66.7% | 59.6%+7.1pp | 68.7%-2.0pp | 67.2%-0.6pp |
| Annual return | 12.95% | 82.14%-69.2pp | 133.83%-120.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,983 | $1,267+56.6% | $2,421-18.1% | $2,626-24.5% |
| Participant deferral / active EE | $2,949 | $3,052-3.4% | $4,417-33.2% | $4,350-32.2% |
| Admin fee / account holder | $3,927 | $3,028+29.7% | $8,292-52.6% | $1,946+101.8% |