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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 | $49,695 | $107,941-54.0% | $91,994-46.0% | $152,897-67.5% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.5%-42.5pp |
| Annual return | 43.35% | 89.28%-45.9pp | 69.04%-25.7pp | 345.43%-302.1pp |
| Employer contribution / active EE | $2,028 | $4,212-51.8% | $3,453-41.3% | $4,764-57.4% |
| Participant deferral / active EE | $2,276 | $6,366-64.2% | $5,924-61.6% | $5,851-61.1% |
| Admin fee / account holder | $1,886 | $10,521-82.1% | $7,744-75.6% | $11,599-83.7% |