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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 | $55,212 | $65,555-15.8% | $86,216-36.0% | $75,173-26.6% |
| Participation rate | 57.9% | 60.5%-2.6pp | 69.0%-11.1pp | 67.2%-9.3pp |
| Annual return | 13.88% | 46.07%-32.2pp | 1169.42%-1155.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $598 | $1,553-61.5% | $2,382-74.9% | $2,671-77.6% |
| Participant deferral / active EE | $3,785 | $3,023+25.2% | $3,986-5.1% | $4,126-8.3% |
| Admin fee / account holder | $675 | $5,469-87.7% | $6,853-90.2% | $5,651-88.1% |