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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 | $39,858 | $49,199-19.0% | $121,210-67.1% | $75,177-47.0% |
| Participation rate | 54.4% | 55.4%-1.0pp | 69.5%-15.1pp | 67.2%-12.8pp |
| Annual return | 15.45% | 56.04%-40.6pp | 987.41%-972.0pp | 160.75%-145.3pp |
| Employer contribution / active EE | $676 | $1,547-56.3% | $4,171-83.8% | $2,671-74.7% |
| Participant deferral / active EE | $1,621 | $2,630-38.4% | $4,084-60.3% | $4,126-60.7% |
| Admin fee / account holder | $4,909 | $3,946+24.4% | $5,647-13.1% | $5,651-13.1% |