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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 | $52,377 | $52,3530% | $120,225-56.4% | $82,448-36.5% |
| Participation rate | 26.0% | 58.3%-32.3pp | 69.6%-43.6pp | 68.1%-42.1pp |
| Annual return | 16.81% | 61.85%-45.0pp | 439.23%-422.4pp | 41.64%-24.8pp |
| Employer contribution / active EE | $536 | $1,510-64.5% | $3,475-84.6% | $2,551-79.0% |
| Participant deferral / active EE | $1,503 | $2,627-42.8% | $3,999-62.4% | $4,139-63.7% |
| Admin fee / account holder | $2,031 | $4,363-53.5% | $5,696-64.4% | $7,234-71.9% |