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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 | $31,524 | $49,199-35.9% | $121,204-74.0% | $75,173-58.1% |
| Participation rate | 32.1% | 55.4%-23.4pp | 69.5%-37.5pp | 67.2%-35.2pp |
| Annual return | 445.86% | 56.04%+389.8pp | 987.18%-541.3pp | 160.72%+285.1pp |
| Employer contribution / active EE | $735 | $1,547-52.5% | $4,170-82.4% | $2,671-72.5% |
| Participant deferral / active EE | $2,180 | $2,630-17.1% | $4,083-46.6% | $4,126-47.2% |
| Admin fee / account holder | $2,705 | $3,946-31.5% | $5,651-52.1% | $5,651-52.1% |