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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 | $34,490 | $69,977-50.7% | $108,582-68.2% | $62,881-45.2% |
| Participation rate | 44.4% | 72.9%-28.5pp | 79.6%-35.1pp | 69.3%-24.9pp |
| Annual return | 98.90% | 10.73%+88.2pp | -51.70%+150.6pp | 20.14%+78.8pp |
| Employer contribution / active EE | $1,016 | $2,135-52.4% | $3,758-73.0% | $2,281-55.5% |
| Participant deferral / active EE | $3,247 | $3,165+2.6% | $4,311-24.7% | $3,203+1.4% |
| Admin fee / account holder | $929 | $5,076-81.7% | $7,645-87.8% | $4,296-78.4% |