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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 | $25,437 | $154,159-83.5% | $130,026-80.4% | $139,456-81.8% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 44.88% | 32.50%+12.4pp | -137.26%+182.1pp | 373.45%-328.6pp |
| Employer contribution / active EE | $1,626 | $5,292-69.3% | $4,321-62.4% | $4,753-65.8% |
| Participant deferral / active EE | $2,467 | $6,710-63.2% | $5,821-57.6% | $6,711-63.2% |
| Admin fee / account holder | $1,051 | $14,001-92.5% | $10,608-90.1% | $11,407-90.8% |