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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 | $58,275+1.2% | $81,844-28.0% | $80,935-27.2% |
| Participation rate | 15.3% | 63.5%-48.2pp | 72.4%-57.1pp | 67.7%-52.4pp |
| Annual return | 164.40% | 41.82%+122.6pp | 778.87%-614.5pp | 35.66%+128.7pp |
| Employer contribution / active EE | $409 | $2,346-82.6% | $2,916-86.0% | $2,757-85.2% |
| Participant deferral / active EE | $1,204 | $3,285-63.4% | $4,323-72.2% | $4,299-72.0% |
| Admin fee / account holder | $1,244 | $4,749-73.8% | $7,355-83.1% | $6,924-82.0% |