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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 | $27,956 | $52,353-46.6% | $120,225-76.7% | $82,448-66.1% |
| Participation rate | 36.7% | 58.3%-21.6pp | 69.6%-32.9pp | 68.1%-31.4pp |
| Annual return | 19.36% | 61.85%-42.5pp | 439.23%-419.9pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,179 | $1,510-21.9% | $3,475-66.1% | $2,551-53.8% |
| Participant deferral / active EE | $2,274 | $2,627-13.4% | $3,999-43.1% | $4,139-45.1% |
| Admin fee / account holder | $5,150 | $4,363+18.0% | $5,696-9.6% | $7,234-28.8% |