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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 | $26,795 | $75,959-64.7% | $154,114-82.6% | $64,181-58.3% |
| Participation rate | 59.0% | 70.4%-11.4pp | 83.0%-24.1pp | 69.6%-10.6pp |
| Annual return | 158.40% | 30.32%+128.1pp | 735.16%-576.8pp | 7.63%+150.8pp |
| Employer contribution / active EE | $1,171 | $3,350-65.1% | $5,298-77.9% | $2,381-50.8% |
| Participant deferral / active EE | $2,613 | $3,175-17.7% | $5,081-48.6% | $3,470-24.7% |
| Admin fee / account holder | $6,566 | $5,589+17.5% | $13,411-51.0% | $4,887+34.4% |