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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 | $123,412-75.3% | $69,460-56.0% | $145,978-79.1% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 115.05% | 191.25%-76.2pp | 100.80%+14.2pp | 550.52%-435.5pp |
| Employer contribution / active EE | $756 | $2,684-71.8% | $1,714-55.9% | $4,662-83.8% |
| Participant deferral / active EE | $2,928 | $4,240-30.9% | $2,890+1.3% | $6,690-56.2% |
| Admin fee / account holder | $378 | $7,816-95.2% | $4,695-92.0% | $13,400-97.2% |