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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 | $11,260 | $58,311-80.7% | $81,882-86.2% | $80,959-86.1% |
| Participation rate | 52.9% | 63.5%-10.5pp | 72.4%-19.4pp | 67.7%-14.7pp |
| Annual return | 54.62% | 41.85%+12.8pp | 779.47%-724.8pp | 35.67%+19.0pp |
| Employer contribution / active EE | $1,237 | $2,347-47.3% | $2,916-57.6% | $2,757-55.1% |
| Participant deferral / active EE | $2,077 | $3,287-36.8% | $4,323-51.9% | $4,300-51.7% |
| Admin fee / account holder | $1,445 | $4,752-69.6% | $7,360-80.4% | $6,925-79.1% |