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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 | $29,256 | $211,239-86.2% | $178,528-83.6% | $145,877-79.9% |
| Participation rate | 44.4% | 80.8%-36.4pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 64.37% | 30.22%+34.1pp | 27.11%+37.3pp | 551.28%-486.9pp |
| Employer contribution / active EE | $2,471 | $4,570-45.9% | $3,950-37.5% | $4,663-47.0% |
| Participant deferral / active EE | $8,385 | $6,963+20.4% | $6,278+33.6% | $6,691+25.3% |
| Admin fee / account holder | $1,167 | $12,095-90.4% | $10,419-88.8% | $13,402-91.3% |