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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 | $40,290 | $49,164-18.0% | $121,169-66.7% | $75,181-46.4% |
| Participation rate | 35.1% | 55.4%-20.3pp | 69.5%-34.4pp | 67.2%-32.1pp |
| Annual return | 14.12% | 56.03%-41.9pp | 986.71%-972.6pp | 160.69%-146.6pp |
| Employer contribution / active EE | $634 | $1,546-59.0% | $4,168-84.8% | $2,671-76.2% |
| Participant deferral / active EE | $1,378 | $2,628-47.6% | $4,083-66.2% | $4,126-66.6% |
| Admin fee / account holder | $2,739 | $3,942-30.5% | $5,645-51.5% | $5,650-51.5% |