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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 | $31,449 | $183,592-82.9% | $155,574-79.8% | $145,877-78.4% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 142.71% | 61.37%+81.3pp | 64.87%+77.8pp | 551.28%-408.6pp |
| Employer contribution / active EE | $1,397 | $5,317-73.7% | $4,676-70.1% | $4,663-70.0% |
| Participant deferral / active EE | $3,944 | $6,466-39.0% | $5,629-29.9% | $6,691-41.0% |
| Admin fee / account holder | $655 | $19,316-96.6% | $15,914-95.9% | $13,402-95.1% |