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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 | $25,027 | $102,385-75.6% | $147,080-83.0% | $80,935-69.1% |
| Participation rate | 48.5% | 75.9%-27.4pp | 82.2%-33.7pp | 67.7%-19.2pp |
| Annual return | 87.66% | 135.09%-47.4pp | 420.17%-332.5pp | 35.66%+52.0pp |
| Employer contribution / active EE | $1,307 | $3,717-64.8% | $4,933-73.5% | $2,757-52.6% |
| Participant deferral / active EE | $3,505 | $6,651-47.3% | $8,066-56.6% | $4,299-18.5% |
| Admin fee / account holder | $335 | $7,951-95.8% | $12,989-97.4% | $6,924-95.2% |