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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 | $31,710 | $49,896-36.4% | $80,627-60.7% | $75,173-57.8% |
| Participation rate | 56.1% | 55.3%+0.8pp | 67.0%-10.9pp | 67.2%-11.1pp |
| Annual return | 82.03% | 34.67%+47.4pp | 936.76%-854.7pp | 160.72%-78.7pp |
| Employer contribution / active EE | $2,718 | $1,699+60.0% | $2,723-0.2% | $2,671+1.7% |
| Participant deferral / active EE | $5,645 | $2,992+88.7% | $4,443+27.1% | $4,126+36.8% |
| Admin fee / account holder | $510 | $3,578-85.7% | $5,381-90.5% | $5,651-91.0% |