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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 | $30,578 | $98,766-69.0% | $149,730-79.6% | $79,852-61.7% |
| Participation rate | 49.0% | 75.8%-26.8pp | 82.5%-33.5pp | 69.6%-20.7pp |
| Annual return | 68.15% | 27.43%+40.7pp | 276.70%-208.5pp | 31.72%+36.4pp |
| Employer contribution / active EE | $1,047 | $3,217-67.5% | $4,645-77.5% | $2,471-57.6% |
| Participant deferral / active EE | $3,345 | $5,681-41.1% | $6,843-51.1% | $3,740-10.6% |
| Admin fee / account holder | $622 | $6,052-89.7% | $9,310-93.3% | $5,306-88.3% |