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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 | $51,631 | $52,353-1.4% | $120,225-57.1% | $82,448-37.4% |
| Participation rate | 46.4% | 58.3%-11.9pp | 69.6%-23.1pp | 68.1%-21.6pp |
| Annual return | 13.86% | 61.85%-48.0pp | 439.23%-425.4pp | 41.64%-27.8pp |
| Employer contribution / active EE | $549 | $1,510-63.6% | $3,475-84.2% | $2,551-78.5% |
| Participant deferral / active EE | $2,094 | $2,627-20.3% | $3,999-47.6% | $4,139-49.4% |
| Admin fee / account holder | $5,206 | $4,363+19.3% | $5,696-8.6% | $7,234-28.0% |