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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 | $23,083 | $124,425-81.4% | $112,040-79.4% | $137,256-83.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 629.68% | 24.72%+605.0pp | 24.52%+605.2pp | 220.34%+409.3pp |
| Employer contribution / active EE | $1,461 | $3,411-57.2% | $2,954-50.5% | $4,156-64.8% |
| Participant deferral / active EE | $2,995 | $5,718-47.6% | $5,098-41.2% | $6,407-53.2% |
| Admin fee / account holder | $7,839 | $15,207-48.5% | $12,098-35.2% | $12,270-36.1% |