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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 | $34,459 | $154,193-77.7% | $130,045-73.5% | $139,466-75.3% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 365.22% | 32.51%+332.7pp | -137.30%+502.5pp | 373.66%-8.4pp |
| Employer contribution / active EE | $2,054 | $5,292-61.2% | $4,321-52.5% | $4,754-56.8% |
| Participant deferral / active EE | $6,340 | $6,709-5.5% | $5,820+8.9% | $6,712-5.5% |
| Admin fee / account holder | $388 | $13,989-97.2% | $10,600-96.3% | $11,409-96.6% |