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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 | $28,965 | $100,139-71.1% | $85,187-66.0% | $145,884-80.1% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.7pp |
| Annual return | 115.53% | 84.15%+31.4pp | 66.67%+48.9pp | 551.85%-436.3pp |
| Employer contribution / active EE | $872 | $3,238-73.1% | $2,732-68.1% | $4,662-81.3% |
| Participant deferral / active EE | $3,544 | $5,296-33.1% | $4,525-21.7% | $6,690-47.0% |
| Admin fee / account holder | $2,975 | $7,262-59.0% | $6,162-51.7% | $13,392-77.8% |