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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 | $31,500 | $63,346-50.3% | $92,240-65.8% | $70,126-55.1% |
| Participation rate | 63.6% | 68.7%-5.0pp | 76.5%-12.8pp | 69.5%-5.9pp |
| Annual return | 18.67% | 530.19%-511.5pp | 176.29%-157.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,988 | $2,471+20.9% | $3,680-18.8% | $2,343+27.5% |
| Participant deferral / active EE | $6,762 | $2,854+137.0% | $3,897+73.5% | $3,332+103.0% |
| Admin fee / account holder | $2,725 | $3,841-29.1% | $5,194-47.5% | $4,645-41.3% |