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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 | $34,331 | $41,150-16.6% | $80,627-57.4% | $71,511-52.0% |
| Participation rate | 23.6% | 50.3%-26.7pp | 67.0%-43.4pp | 67.9%-44.4pp |
| Annual return | 46.36% | 38.48%+7.9pp | 936.76%-890.4pp | 28.86%+17.5pp |
| Employer contribution / active EE | $630 | $1,515-58.4% | $2,723-76.9% | $2,589-75.7% |
| Participant deferral / active EE | $1,404 | $2,701-48.0% | $4,443-68.4% | $4,291-67.3% |
| Admin fee / account holder | $1,099 | $1,841-40.3% | $5,381-79.6% | $1,588-30.8% |