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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 | $31,796 | $210,908-84.9% | $153,643-79.3% | $145,884-78.2% |
| Participation rate | 47.4% | 82.1%-34.8pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 102.72% | 13.46%+89.3pp | 15.71%+87.0pp | 551.85%-449.1pp |
| Employer contribution / active EE | $1,678 | $6,055-72.3% | $5,039-66.7% | $4,662-64.0% |
| Participant deferral / active EE | $3,344 | $7,976-58.1% | $6,754-50.5% | $6,690-50.0% |
| Admin fee / account holder | $370 | $19,477-98.1% | $12,739-97.1% | $13,392-97.2% |