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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 | $46,169 | $49,199-6.2% | $121,210-61.9% | $75,177-38.6% |
| Participation rate | 33.3% | 55.4%-22.1pp | 69.5%-36.2pp | 67.2%-33.9pp |
| Annual return | 19.08% | 56.04%-37.0pp | 987.41%-968.3pp | 160.75%-141.7pp |
| Employer contribution / active EE | $895 | $1,547-42.2% | $4,171-78.5% | $2,671-66.5% |
| Participant deferral / active EE | $1,917 | $2,630-27.1% | $4,084-53.0% | $4,126-53.5% |
| Admin fee / account holder | $865 | $3,946-78.1% | $5,647-84.7% | $5,651-84.7% |