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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 | $20,115 | $58,275-65.5% | $81,844-75.4% | $80,935-75.1% |
| Participation rate | 31.9% | 63.5%-31.6pp | 72.4%-40.5pp | 67.7%-35.7pp |
| Annual return | 84.58% | 41.82%+42.8pp | 778.87%-694.3pp | 35.66%+48.9pp |
| Employer contribution / active EE | $1,202 | $2,346-48.8% | $2,916-58.8% | $2,757-56.4% |
| Participant deferral / active EE | $2,338 | $3,285-28.8% | $4,323-45.9% | $4,299-45.6% |
| Admin fee / account holder | $5,775 | $4,749+21.6% | $7,355-21.5% | $6,924-16.6% |