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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 | $18,253 | $70,666-74.2% | $169,385-89.2% | $75,181-75.7% |
| Participation rate | 61.1% | 64.8%-3.7pp | 77.2%-16.0pp | 67.2%-6.1pp |
| Annual return | 53.26% | 36.37%+16.9pp | 405.82%-352.6pp | 160.69%-107.4pp |
| Employer contribution / active EE | $2,428 | $2,210+9.9% | $4,012-39.5% | $2,671-9.1% |
| Participant deferral / active EE | $4,147 | $4,308-3.8% | $6,221-33.3% | $4,126+0.5% |
| Admin fee / account holder | $1,887 | $5,402-65.1% | $9,011-79.1% | $5,650-66.6% |