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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 | $11,683 | $45,312-74.2% | $86,233-86.5% | $67,986-82.8% |
| Participation rate | 36.7% | 42.4%-5.7pp | 69.0%-32.3pp | 57.2%-20.5pp |
| Annual return | 245.53% | 24.79%+220.7pp | 61.39%+184.1pp | 31.67%+213.9pp |
| Employer contribution / active EE | $1,593 | $1,160+37.4% | $2,504-36.4% | $2,019-21.1% |
| Participant deferral / active EE | $1,455 | $2,185-33.4% | $4,559-68.1% | $3,358-56.7% |
| Admin fee / account holder | $1,274 | $3,295-61.3% | $8,342-84.7% | $3,203-60.2% |