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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 | $25,814 | $58,275-55.7% | $81,844-68.5% | $80,935-68.1% |
| Participation rate | 51.1% | 63.5%-12.4pp | 72.4%-21.3pp | 67.7%-16.6pp |
| Annual return | 152.78% | 41.82%+111.0pp | 778.87%-626.1pp | 35.66%+117.1pp |
| Employer contribution / active EE | $951 | $2,346-59.4% | $2,916-67.4% | $2,757-65.5% |
| Participant deferral / active EE | $3,213 | $3,285-2.2% | $4,323-25.7% | $4,299-25.3% |
| Admin fee / account holder | $1,367 | $4,749-71.2% | $7,355-81.4% | $6,924-80.3% |