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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 | $52,353-40.8% | $120,225-74.2% | $82,448-62.4% |
| Participation rate | 41.9% | 58.3%-16.4pp | 69.6%-27.6pp | 68.1%-26.1pp |
| Annual return | 41.58% | 61.85%-20.3pp | 439.23%-397.7pp | 41.64%-0.1pp |
| Employer contribution / active EE | $1,048 | $1,510-30.6% | $3,475-69.9% | $2,551-58.9% |
| Participant deferral / active EE | $3,454 | $2,627+31.5% | $3,999-13.6% | $4,139-16.6% |
| Admin fee / account holder | $744 | $4,363-82.9% | $5,696-86.9% | $7,234-89.7% |