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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 | $19,849 | $63,346-68.7% | $92,240-78.5% | $70,126-71.7% |
| Participation rate | 51.7% | 68.7%-16.9pp | 76.5%-24.8pp | 69.5%-17.8pp |
| Annual return | 346.23% | 530.19%-184.0pp | 176.29%+169.9pp | 73.15%+273.1pp |
| Employer contribution / active EE | $1,329 | $2,471-46.2% | $3,680-63.9% | $2,343-43.3% |
| Participant deferral / active EE | $1,888 | $2,854-33.8% | $3,897-51.6% | $3,332-43.3% |
| Admin fee / account holder | $745 | $3,841-80.6% | $5,194-85.7% | $4,645-84.0% |