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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 | $26,459 | $157,304-83.2% | $141,197-81.3% | $152,909-82.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 79.72% | 64.34%+15.4pp | 71.41%+8.3pp | 345.46%-265.7pp |
| Employer contribution / active EE | $1,733 | $5,263-67.1% | $4,736-63.4% | $4,764-63.6% |
| Participant deferral / active EE | $6,463 | $7,111-9.1% | $6,710-3.7% | $5,851+10.5% |
| Admin fee / account holder | $3,060 | $12,126-74.8% | $10,265-70.2% | $11,601-73.6% |