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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 | $40,968 | $52,353-21.7% | $120,225-65.9% | $82,448-50.3% |
| Participation rate | 27.9% | 58.3%-30.4pp | 69.6%-41.7pp | 68.1%-40.2pp |
| Annual return | 13.22% | 61.85%-48.6pp | 439.23%-426.0pp | 41.64%-28.4pp |
| Employer contribution / active EE | $627 | $1,510-58.5% | $3,475-82.0% | $2,551-75.4% |
| Participant deferral / active EE | $1,813 | $2,627-31.0% | $3,999-54.7% | $4,139-56.2% |
| Admin fee / account holder | $5,795 | $4,363+32.8% | $5,696+1.7% | $7,234-19.9% |