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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 | $29,288 | $60,128-51.3% | $90,440-67.6% | $79,852-63.3% |
| Participation rate | 69.6% | 65.0%+4.6pp | 72.7%-3.0pp | 69.6%0pp |
| Annual return | 15.30% | 71.95%-56.6pp | 1294.38%-1279.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $291 | $2,068-85.9% | $3,263-91.1% | $2,471-88.2% |
| Participant deferral / active EE | $926 | $2,939-68.5% | $3,964-76.6% | $3,740-75.3% |
| Admin fee / account holder | $2,783 | $3,977-30.0% | $5,615-50.4% | $5,306-47.5% |