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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 | $211,224-86.1% | $178,505-83.6% | $145,897-79.9% |
| Participation rate | 44.4% | 80.8%-36.4pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 64.37% | 30.28%+34.1pp | 27.16%+37.2pp | 552.29%-487.9pp |
| Employer contribution / active EE | $2,471 | $4,577-46.0% | $3,955-37.5% | $4,663-47.0% |
| Participant deferral / active EE | $8,385 | $6,966+20.4% | $6,280+33.5% | $6,689+25.4% |
| Admin fee / account holder | $1,167 | $12,109-90.4% | $10,428-88.8% | $13,390-91.3% |