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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 | $52,556 | $53,063-1.0% | $124,206-57.7% | $82,637-36.4% |
| Participation rate | 36.8% | 58.4%-21.6pp | 69.6%-32.7pp | 68.1%-31.2pp |
| Annual return | 17.16% | 68.87%-51.7pp | 515.27%-498.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $424 | $1,530-72.3% | $3,540-88.0% | $2,552-83.4% |
| Participant deferral / active EE | $1,940 | $2,644-26.6% | $3,968-51.1% | $4,126-53.0% |
| Admin fee / account holder | $7,306 | $4,281+70.7% | $5,929+23.2% | $7,339-0.4% |