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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 | $30,539 | $123,859-75.3% | $69,632-56.1% | $145,897-79.1% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 115.05% | 192.49%-77.4pp | 101.32%+13.7pp | 552.29%-437.2pp |
| Employer contribution / active EE | $756 | $2,673-71.7% | $1,708-55.8% | $4,663-83.8% |
| Participant deferral / active EE | $2,928 | $4,242-31.0% | $2,889+1.3% | $6,689-56.2% |
| Admin fee / account holder | $378 | $7,817-95.2% | $4,695-92.0% | $13,390-97.2% |