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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 | $28,864 | $154,754-81.3% | $124,206-76.8% | $138,895-79.2% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.6%-15.0pp | 79.9%-25.4pp |
| Annual return | 11.03% | 709.28%-698.3pp | 515.27%-504.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $977 | $4,446-78.0% | $3,540-72.4% | $4,194-76.7% |
| Participant deferral / active EE | $2,572 | $4,621-44.3% | $3,968-35.2% | $6,396-59.8% |
| Admin fee / account holder | $2,143 | $6,690-68.0% | $5,929-63.9% | $12,562-82.9% |