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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 | $46,879 | $49,199-4.7% | $121,204-61.3% | $75,173-37.6% |
| Participation rate | 52.7% | 55.4%-2.7pp | 69.5%-16.8pp | 67.2%-14.5pp |
| Annual return | 18.17% | 56.04%-37.9pp | 987.18%-969.0pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,326 | $1,547-14.3% | $4,170-68.2% | $2,671-50.4% |
| Participant deferral / active EE | $2,339 | $2,630-11.0% | $4,083-42.7% | $4,126-43.3% |
| Admin fee / account holder | $6,067 | $3,946+53.7% | $5,651+7.4% | $5,651+7.4% |