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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 | $25,226 | $102,422-75.4% | $147,117-82.9% | $80,959-68.8% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 60.32% | 135.16%-74.8pp | 420.54%-360.2pp | 35.67%+24.7pp |
| Employer contribution / active EE | $3,206 | $3,717-13.8% | $4,932-35.0% | $2,757+16.3% |
| Participant deferral / active EE | $5,996 | $6,652-9.9% | $8,065-25.7% | $4,300+39.4% |
| Admin fee / account holder | $605 | $7,953-92.4% | $12,993-95.3% | $6,925-91.3% |