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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 | $46,420 | $52,279-11.2% | $89,400-48.1% | $79,858-41.9% |
| Participation rate | 26.8% | 57.5%-30.8pp | 68.0%-41.2pp | 69.6%-42.9pp |
| Annual return | 94.43% | 22.16%+72.3pp | 245.64%-151.2pp | 31.72%+62.7pp |
| Employer contribution / active EE | $636 | $1,572-59.6% | $2,586-75.4% | $2,471-74.3% |
| Participant deferral / active EE | $1,335 | $2,740-51.3% | $3,890-65.7% | $3,740-64.3% |
| Admin fee / account holder | $889 | $3,356-73.5% | $4,882-81.8% | $5,306-83.2% |