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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 | $27,958 | $52,353-46.6% | $120,225-76.7% | $82,448-66.1% |
| Participation rate | 45.5% | 58.3%-12.9pp | 69.6%-24.1pp | 68.1%-22.6pp |
| Annual return | 19.41% | 61.85%-42.4pp | 439.23%-419.8pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,001 | $1,510-33.7% | $3,475-71.2% | $2,551-60.8% |
| Participant deferral / active EE | $1,592 | $2,627-39.4% | $3,999-60.2% | $4,139-61.5% |
| Admin fee / account holder | $2,713 | $4,363-37.8% | $5,696-52.4% | $7,234-62.5% |