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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 | $26,120 | $85,766-69.5% | $136,298-80.8% | $70,126-62.8% |
| Participation rate | 58.3% | 74.2%-15.8pp | 81.9%-23.6pp | 69.5%-11.2pp |
| Annual return | 39.08% | 31.46%+7.6pp | 5156.27%-5117.2pp | 73.15%-34.1pp |
| Employer contribution / active EE | $1,768 | $2,966-40.4% | $4,696-62.3% | $2,343-24.5% |
| Participant deferral / active EE | $4,791 | $5,051-5.2% | $6,247-23.3% | $3,332+43.8% |
| Admin fee / account holder | $1,968 | $5,421-63.7% | $9,244-78.7% | $4,645-57.6% |