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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 | $24,052 | $63,346-62.0% | $92,240-73.9% | $70,126-65.7% |
| Participation rate | 55.3% | 68.7%-13.4pp | 76.5%-21.2pp | 69.5%-14.3pp |
| Annual return | 41.07% | 530.19%-489.1pp | 176.29%-135.2pp | 73.15%-32.1pp |
| Employer contribution / active EE | $1,406 | $2,471-43.1% | $3,680-61.8% | $2,343-40.0% |
| Participant deferral / active EE | $2,453 | $2,854-14.0% | $3,897-37.1% | $3,332-26.4% |
| Admin fee / account holder | $3,730 | $3,841-2.9% | $5,194-28.2% | $4,645-19.7% |