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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 | $30,164 | $27,936+8.0% | $58,561-48.5% | $75,173-59.9% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 23.70% | 44.21%-20.5pp | 4251.33%-4227.6pp | 160.72%-137.0pp |
| Employer contribution / active EE | $2,304 | $670+244.1% | $1,053+118.7% | $2,671-13.7% |
| Participant deferral / active EE | $4,360 | $1,202+262.7% | $1,923+126.7% | $4,126+5.7% |
| Admin fee / account holder | $1,180 | $1,727-31.7% | $2,520-53.2% | $5,651-79.1% |