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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 | $30,968 | $53,063-41.6% | $124,206-75.1% | $82,637-62.5% |
| Participation rate | 41.9% | 58.4%-16.5pp | 69.6%-27.6pp | 68.1%-26.1pp |
| Annual return | 41.58% | 68.87%-27.3pp | 515.27%-473.7pp | 53.51%-11.9pp |
| Employer contribution / active EE | $1,048 | $1,530-31.5% | $3,540-70.4% | $2,552-58.9% |
| Participant deferral / active EE | $3,454 | $2,644+30.6% | $3,968-12.9% | $4,126-16.3% |
| Admin fee / account holder | $744 | $4,281-82.6% | $5,929-87.4% | $7,339-89.9% |