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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 | $30,566 | $49,199-37.9% | $121,210-74.8% | $75,177-59.3% |
| Participation rate | 38.9% | 55.4%-16.5pp | 69.5%-30.7pp | 67.2%-28.3pp |
| Annual return | 19.06% | 56.04%-37.0pp | 987.41%-968.3pp | 160.75%-141.7pp |
| Employer contribution / active EE | $901 | $1,547-41.8% | $4,171-78.4% | $2,671-66.3% |
| Participant deferral / active EE | $1,800 | $2,630-31.6% | $4,084-55.9% | $4,126-56.4% |
| Admin fee / account holder | $871 | $3,946-77.9% | $5,647-84.6% | $5,651-84.6% |