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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 | $38,714 | $63,346-38.9% | $92,240-58.0% | $70,126-44.8% |
| Participation rate | 41.1% | 68.7%-27.6pp | 76.5%-35.4pp | 69.5%-28.5pp |
| Annual return | 26.14% | 530.19%-504.0pp | 176.29%-150.1pp | 73.15%-47.0pp |
| Employer contribution / active EE | $660 | $2,471-73.3% | $3,680-82.1% | $2,343-71.8% |
| Participant deferral / active EE | $1,918 | $2,854-32.8% | $3,897-50.8% | $3,332-42.4% |
| Admin fee / account holder | $3,575 | $3,841-6.9% | $5,194-31.2% | $4,645-23.0% |