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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 | $29,818 | $58,258-48.8% | $81,820-63.6% | $80,925-63.2% |
| Participation rate | 49.1% | 63.5%-14.4pp | 72.4%-23.3pp | 67.7%-18.6pp |
| Annual return | 38.16% | 41.76%-3.6pp | 777.93%-739.8pp | 35.65%+2.5pp |
| Employer contribution / active EE | $3,059 | $2,345+30.4% | $2,915+4.9% | $2,756+11.0% |
| Participant deferral / active EE | $4,994 | $3,284+52.1% | $4,323+15.5% | $4,299+16.2% |
| Admin fee / account holder | $2,433 | $4,976-51.1% | $7,391-67.1% | $6,940-64.9% |