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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 | $44,723 | $49,164-9.0% | $121,169-63.1% | $75,181-40.5% |
| Participation rate | 49.4% | 55.4%-6.0pp | 69.5%-20.1pp | 67.2%-17.8pp |
| Annual return | 15.15% | 56.03%-40.9pp | 986.71%-971.6pp | 160.69%-145.5pp |
| Employer contribution / active EE | $932 | $1,546-39.7% | $4,168-77.6% | $2,671-65.1% |
| Participant deferral / active EE | $2,728 | $2,628+3.8% | $4,083-33.2% | $4,126-33.9% |
| Admin fee / account holder | $5,846 | $3,942+48.3% | $5,645+3.6% | $5,650+3.5% |