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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 | $40,426 | $52,353-22.8% | $120,225-66.4% | $82,448-51.0% |
| Participation rate | 33.7% | 58.3%-24.6pp | 69.6%-35.9pp | 68.1%-34.4pp |
| Annual return | 19.87% | 61.85%-42.0pp | 439.23%-419.4pp | 41.64%-21.8pp |
| Employer contribution / active EE | $631 | $1,510-58.2% | $3,475-81.9% | $2,551-75.3% |
| Participant deferral / active EE | $1,905 | $2,627-27.5% | $3,999-52.4% | $4,139-54.0% |
| Admin fee / account holder | $2,644 | $4,363-39.4% | $5,696-53.6% | $7,234-63.4% |