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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 | $35,065 | $49,164-28.7% | $121,169-71.1% | $75,181-53.4% |
| Participation rate | 40.3% | 55.4%-15.1pp | 69.5%-29.2pp | 67.2%-26.9pp |
| Annual return | 14.27% | 56.03%-41.8pp | 986.71%-972.4pp | 160.69%-146.4pp |
| Employer contribution / active EE | $922 | $1,546-40.4% | $4,168-77.9% | $2,671-65.5% |
| Participant deferral / active EE | $3,432 | $2,628+30.6% | $4,083-15.9% | $4,126-16.8% |
| Admin fee / account holder | $3,026 | $3,942-23.3% | $5,645-46.4% | $5,650-46.4% |