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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 | $28,349 | $85,171-66.7% | $172,753-83.6% | $72,976-61.2% |
| Participation rate | 67.2% | 70.1%-2.8pp | 82.6%-15.4pp | 69.5%-2.2pp |
| Annual return | 57.46% | 27.32%+30.1pp | 803.00%-745.5pp | 81.02%-23.6pp |
| Employer contribution / active EE | $1,922 | $3,324-42.2% | $5,144-62.6% | $2,440-21.2% |
| Participant deferral / active EE | $4,359 | $3,260+33.7% | $5,198-16.1% | $3,608+20.8% |
| Admin fee / account holder | $376 | $5,880-93.6% | $13,956-97.3% | $5,124-92.7% |