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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 | $30,550 | $85,171-64.1% | $172,752-82.3% | $72,975-58.1% |
| Participation rate | 48.4% | 70.1%-21.7pp | 82.6%-34.3pp | 69.5%-21.1pp |
| Annual return | 51.27% | 27.32%+23.9pp | 802.97%-751.7pp | 81.01%-29.7pp |
| Employer contribution / active EE | $1,809 | $3,324-45.6% | $5,144-64.8% | $2,440-25.9% |
| Participant deferral / active EE | $2,951 | $3,260-9.5% | $5,198-43.2% | $3,608-18.2% |
| Admin fee / account holder | $487 | $5,880-91.7% | $13,955-96.5% | $5,124-90.5% |