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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 | $58,954 | $58,241+1.2% | $81,780-27.9% | $80,911-27.1% |
| Participation rate | 15.3% | 63.4%-48.2pp | 72.4%-57.1pp | 67.6%-52.4pp |
| Annual return | 164.40% | 41.73%+122.7pp | 776.27%-611.9pp | 35.63%+128.8pp |
| Employer contribution / active EE | $409 | $2,343-82.6% | $2,914-86.0% | $2,756-85.2% |
| Participant deferral / active EE | $1,204 | $3,283-63.3% | $4,321-72.1% | $4,297-72.0% |
| Admin fee / account holder | $1,244 | $4,973-75.0% | $7,384-83.2% | $6,935-82.1% |