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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 | $58,277 | $63,346-8.0% | $92,240-36.8% | $70,126-16.9% |
| Participation rate | 52.6% | 68.7%-16.0pp | 76.5%-23.9pp | 69.5%-16.9pp |
| Annual return | 14.20% | 530.19%-516.0pp | 176.29%-162.1pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,026 | $2,471-58.5% | $3,680-72.1% | $2,343-56.2% |
| Participant deferral / active EE | $2,210 | $2,854-22.5% | $3,897-43.3% | $3,332-33.7% |
| Admin fee / account holder | $1,979 | $3,841-48.5% | $5,194-61.9% | $4,645-57.4% |