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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 | $34,914 | $52,353-33.3% | $120,225-71.0% | $82,448-57.7% |
| Participation rate | 57.7% | 58.3%-0.6pp | 69.6%-11.9pp | 68.1%-10.4pp |
| Annual return | 16.71% | 61.85%-45.1pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $451 | $1,510-70.1% | $3,475-87.0% | $2,551-82.3% |
| Participant deferral / active EE | $2,098 | $2,627-20.1% | $3,999-47.5% | $4,139-49.3% |
| Admin fee / account holder | $789 | $4,363-81.9% | $5,696-86.1% | $7,234-89.1% |