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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 | $52,883 | $125,797-58.0% | $170,043-68.9% | $75,173-29.7% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.0%-23.0pp | 67.2%-3.2pp |
| Annual return | 266.49% | 27.20%+239.3pp | 53.40%+213.1pp | 160.72%+105.8pp |
| Employer contribution / active EE | $1,907 | $4,616-58.7% | $6,790-71.9% | $2,671-28.6% |
| Participant deferral / active EE | $3,360 | $6,838-50.9% | $10,410-67.7% | $4,126-18.6% |
| Admin fee / account holder | $10,870 | $8,177+32.9% | $12,824-15.2% | $5,651+92.4% |