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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 | $7,965 | $51,638-84.6% | $68,368-88.3% | $82,448-90.3% |
| Participation rate | 54.8% | 63.6%-8.8pp | 73.8%-18.9pp | 68.1%-13.2pp |
| Annual return | 52.35% | 37.53%+14.8pp | 292.57%-240.2pp | 41.64%+10.7pp |
| Employer contribution / active EE | $1,211 | $2,047-40.8% | $2,649-54.3% | $2,551-52.5% |
| Participant deferral / active EE | $1,449 | $2,914-50.3% | $4,123-64.8% | $4,139-65.0% |
| Admin fee / account holder | $405 | $4,643-91.3% | $5,150-92.1% | $7,234-94.4% |