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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 | $39,700 | $53,063-25.2% | $124,206-68.0% | $82,637-52.0% |
| Participation rate | 58.3% | 58.4%-0.1pp | 69.6%-11.2pp | 68.1%-9.7pp |
| Annual return | 17.55% | 68.87%-51.3pp | 515.27%-497.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $510 | $1,530-66.7% | $3,540-85.6% | $2,552-80.0% |
| Participant deferral / active EE | $2,344 | $2,644-11.4% | $3,968-40.9% | $4,126-43.2% |
| Admin fee / account holder | $1,117 | $4,281-73.9% | $5,929-81.2% | $7,339-84.8% |