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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 | $30,565 | $48,053-36.4% | $84,628-63.9% | $72,975-58.1% |
| Participation rate | 11.7% | 57.6%-45.9pp | 68.2%-56.5pp | 69.5%-57.8pp |
| Annual return | 75.23% | 37.39%+37.8pp | 258.80%-183.6pp | 81.01%-5.8pp |
| Employer contribution / active EE | $389 | $1,602-75.7% | $2,653-85.3% | $2,440-84.0% |
| Participant deferral / active EE | $872 | $2,681-67.5% | $3,900-77.6% | $3,608-75.8% |
| Admin fee / account holder | $361 | $3,395-89.4% | $4,914-92.6% | $5,124-92.9% |