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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 | $32,644 | $52,353-37.6% | $120,225-72.8% | $82,448-60.4% |
| Participation rate | 46.4% | 58.3%-11.9pp | 69.6%-23.2pp | 68.1%-21.7pp |
| Annual return | 20.43% | 61.85%-41.4pp | 439.23%-418.8pp | 41.64%-21.2pp |
| Employer contribution / active EE | $585 | $1,510-61.3% | $3,475-83.2% | $2,551-77.1% |
| Participant deferral / active EE | $2,327 | $2,627-11.4% | $3,999-41.8% | $4,139-43.8% |
| Admin fee / account holder | $1,480 | $4,363-66.1% | $5,696-74.0% | $7,234-79.5% |