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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 | $39,237 | $53,063-26.1% | $124,206-68.4% | $82,637-52.5% |
| Participation rate | 32.6% | 58.4%-25.8pp | 69.6%-37.0pp | 68.1%-35.5pp |
| Annual return | 14.75% | 68.87%-54.1pp | 515.27%-500.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $588 | $1,530-61.6% | $3,540-83.4% | $2,552-77.0% |
| Participant deferral / active EE | $2,352 | $2,644-11.0% | $3,968-40.7% | $4,126-43.0% |
| Admin fee / account holder | $943 | $4,281-78.0% | $5,929-84.1% | $7,339-87.2% |