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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 | $25,272 | $49,891-49.3% | $80,607-68.6% | $75,181-66.4% |
| Participation rate | 35.6% | 55.3%-19.8pp | 67.0%-31.5pp | 67.2%-31.6pp |
| Annual return | 51.92% | 34.67%+17.2pp | 936.11%-884.2pp | 160.69%-108.8pp |
| Employer contribution / active EE | $597 | $1,698-64.8% | $2,724-78.1% | $2,671-77.6% |
| Participant deferral / active EE | $1,119 | $2,991-62.6% | $4,448-74.8% | $4,126-72.9% |
| Admin fee / account holder | $6,924 | $3,578+93.5% | $5,379+28.7% | $5,650+22.5% |