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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 | $52,632 | $41,150+27.9% | $80,607-34.7% | $71,495-26.4% |
| Participation rate | 29.6% | 50.3%-20.6pp | 67.0%-37.4pp | 67.9%-38.3pp |
| Annual return | 62.43% | 38.48%+24.0pp | 936.11%-873.7pp | 28.85%+33.6pp |
| Employer contribution / active EE | $318 | $1,515-79.0% | $2,724-88.3% | $2,589-87.7% |
| Participant deferral / active EE | $1,691 | $2,701-37.4% | $4,448-62.0% | $4,291-60.6% |
| Admin fee / account holder | $6,235 | $1,841+238.6% | $5,379+15.9% | $1,588+292.7% |