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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 | $36,736 | $102,638-64.2% | $81,982-55.2% | $158,982-76.9% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.3%-35.9pp | 82.0%-48.6pp |
| Annual return | 738.42% | 61.05%+677.4pp | 41.31%+697.1pp | 302.99%+435.4pp |
| Employer contribution / active EE | $1,177 | $3,241-63.7% | $2,498-52.9% | $4,763-75.3% |
| Participant deferral / active EE | $1,932 | $4,649-58.5% | $3,722-48.1% | $5,983-67.7% |
| Admin fee / account holder | $2,715 | $8,237-67.0% | $5,665-52.1% | $11,252-75.9% |