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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 | $34,696 | $85,171-59.3% | $172,752-79.9% | $72,975-52.5% |
| Participation rate | 58.3% | 70.1%-11.7pp | 82.6%-24.3pp | 69.5%-11.2pp |
| Annual return | 44.94% | 27.32%+17.6pp | 802.97%-758.0pp | 81.01%-36.1pp |
| Employer contribution / active EE | $1,934 | $3,324-41.8% | $5,144-62.4% | $2,440-20.7% |
| Participant deferral / active EE | $2,992 | $3,260-8.2% | $5,198-42.4% | $3,608-17.1% |
| Admin fee / account holder | $2,825 | $5,880-52.0% | $13,955-79.8% | $5,124-44.9% |