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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 | $29,619 | $102,422-71.1% | $147,117-79.9% | $80,959-63.4% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.2pp |
| Annual return | 47.94% | 135.16%-87.2pp | 420.54%-372.6pp | 35.67%+12.3pp |
| Employer contribution / active EE | $2,724 | $3,717-26.7% | $4,932-44.8% | $2,757-1.2% |
| Participant deferral / active EE | $6,201 | $6,652-6.8% | $8,065-23.1% | $4,300+44.2% |
| Admin fee / account holder | $2,002 | $7,953-74.8% | $12,993-84.6% | $6,925-71.1% |