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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 | $32,232 | $81,208-60.3% | $98,920-67.4% | $79,852-59.6% |
| Participation rate | 33.3% | 72.5%-39.2pp | 76.0%-42.7pp | 69.6%-36.3pp |
| Annual return | 2105.22% | 60.99%+2044.2pp | 196.47%+1908.8pp | 31.72%+2073.5pp |
| Employer contribution / active EE | $726 | $1,960-63.0% | $2,689-73.0% | $2,471-70.6% |
| Participant deferral / active EE | $1,851 | $3,265-43.3% | $4,245-56.4% | $3,740-50.5% |
| Admin fee / account holder | $2,315 | $6,013-61.5% | $6,643-65.1% | $5,306-56.4% |