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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 | $59,456-48.6% | $93,669-67.4% | $74,429-58.9% |
| Participation rate | 66.7% | 59.6%+7.0pp | 68.7%-2.1pp | 67.2%-0.5pp |
| Annual return | 12.95% | 82.00%-69.1pp | 133.59%-120.6pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $1,983 | $1,266+56.7% | $2,424-18.2% | $2,625-24.4% |
| Participant deferral / active EE | $2,949 | $3,052-3.4% | $4,416-33.2% | $4,348-32.2% |
| Admin fee / account holder | $3,927 | $3,026+29.8% | $8,291-52.6% | $1,944+102.0% |