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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 | $34,624 | $60,305-42.6% | $81,780-57.7% | $74,400-53.5% |
| Participation rate | 26.4% | 62.9%-36.5pp | 72.4%-46.0pp | 67.2%-40.8pp |
| Annual return | 391.90% | 16.89%+375.0pp | 776.27%-384.4pp | 1367.51%-975.6pp |
| Employer contribution / active EE | $865 | $2,623-67.0% | $2,914-70.3% | $2,624-67.0% |
| Participant deferral / active EE | $1,092 | $3,390-67.8% | $4,321-74.7% | $4,348-74.9% |
| Admin fee / account holder | $975 | $1,484-34.3% | $7,384-86.8% | $1,944-49.9% |