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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 | $53,063-38.5% | $124,206-73.7% | $82,637-60.5% |
| Participation rate | 46.4% | 58.4%-12.0pp | 69.6%-23.2pp | 68.1%-21.7pp |
| Annual return | 20.43% | 68.87%-48.4pp | 515.27%-494.8pp | 53.51%-33.1pp |
| Employer contribution / active EE | $585 | $1,530-61.8% | $3,540-83.5% | $2,552-77.1% |
| Participant deferral / active EE | $2,327 | $2,644-12.0% | $3,968-41.3% | $4,126-43.6% |
| Admin fee / account holder | $1,480 | $4,281-65.4% | $5,929-75.0% | $7,339-79.8% |