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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 | $51,403 | $49,199+4.5% | $121,204-57.6% | $75,173-31.6% |
| Participation rate | 22.5% | 55.4%-32.9pp | 69.5%-47.0pp | 67.2%-44.7pp |
| Annual return | 17.10% | 56.04%-38.9pp | 987.18%-970.1pp | 160.72%-143.6pp |
| Employer contribution / active EE | $636 | $1,547-58.9% | $4,170-84.8% | $2,671-76.2% |
| Participant deferral / active EE | $1,327 | $2,630-49.6% | $4,083-67.5% | $4,126-67.9% |
| Admin fee / account holder | $3,977 | $3,946+0.8% | $5,651-29.6% | $5,651-29.6% |