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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 | $40,239 | $34,316+17.3% | $74,723-46.1% | $72,976-44.9% |
| Participation rate | 32.0% | 42.4%-10.4pp | 54.5%-22.5pp | 69.5%-37.5pp |
| Annual return | 23.62% | 26.58%-3.0pp | 753.18%-729.6pp | 81.02%-57.4pp |
| Employer contribution / active EE | $673 | $692-2.7% | $1,084-37.9% | $2,440-72.4% |
| Participant deferral / active EE | $3,645 | $1,272+186.6% | $1,962+85.8% | $3,608+1.0% |
| Admin fee / account holder | $5,461 | $2,125+157.0% | $3,335+63.8% | $5,124+6.6% |