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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 | $67,292 | $59,467+13.2% | $93,727-28.2% | $74,478-9.6% |
| Participation rate | 50.0% | 59.6%-9.6pp | 68.7%-18.7pp | 67.2%-17.2pp |
| Annual return | 26.38% | 82.14%-55.8pp | 133.83%-107.4pp | 1370.56%-1344.2pp |
| Employer contribution / active EE | $785 | $1,267-38.1% | $2,421-67.6% | $2,626-70.1% |
| Participant deferral / active EE | $3,027 | $3,052-0.8% | $4,417-31.5% | $4,350-30.4% |
| Admin fee / account holder | $3,000 | $3,028-0.9% | $8,292-63.8% | $1,946+54.2% |