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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 | $26,767 | $123,750-78.4% | $69,611-61.5% | $145,877-81.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 12.43% | 192.03%-179.6pp | 101.14%-88.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,910 | $2,672+46.4% | $1,709+128.9% | $4,663-16.1% |
| Participant deferral / active EE | $10,379 | $4,243+144.6% | $2,891+259.1% | $6,691+55.1% |
| Admin fee / account holder | $3,092 | $7,817-60.4% | $4,696-34.1% | $13,402-76.9% |