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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 | $57,797 | $52,353+10.4% | $120,225-51.9% | $82,448-29.9% |
| Participation rate | 33.3% | 58.3%-25.0pp | 69.6%-36.2pp | 68.1%-34.7pp |
| Annual return | 16.98% | 61.85%-44.9pp | 439.23%-422.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $327 | $1,510-78.3% | $3,475-90.6% | $2,551-87.2% |
| Participant deferral / active EE | $2,350 | $2,627-10.5% | $3,999-41.2% | $4,139-43.2% |
| Admin fee / account holder | $936 | $4,363-78.5% | $5,696-83.6% | $7,234-87.1% |