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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 | $31,929 | $232,540-86.3% | $185,117-82.8% | $147,586-78.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 62.70% | 43.03%+19.7pp | 40.50%+22.2pp | 578.59%-515.9pp |
| Employer contribution / active EE | $817 | $5,195-84.3% | $4,182-80.5% | $4,876-83.3% |
| Participant deferral / active EE | $2,072 | $5,834-64.5% | $5,045-58.9% | $5,439-61.9% |
| Admin fee / account holder | $1,055 | $10,275-89.7% | $8,159-87.1% | $10,886-90.3% |