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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 | $26,396 | $58,311-54.7% | $81,882-67.8% | $80,959-67.4% |
| Participation rate | 20.7% | 63.5%-42.8pp | 72.4%-51.7pp | 67.7%-47.0pp |
| Annual return | 43.16% | 41.85%+1.3pp | 779.47%-736.3pp | 35.67%+7.5pp |
| Employer contribution / active EE | $510 | $2,347-78.3% | $2,916-82.5% | $2,757-81.5% |
| Participant deferral / active EE | $1,075 | $3,287-67.3% | $4,323-75.1% | $4,300-75.0% |
| Admin fee / account holder | $9,393 | $4,752+97.7% | $7,360+27.6% | $6,925+35.6% |