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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 | $74,663 | $49,199+51.8% | $121,204-38.4% | $75,173-0.7% |
| Participation rate | 32.4% | 55.4%-23.0pp | 69.5%-37.1pp | 67.2%-34.8pp |
| Annual return | 18.46% | 56.04%-37.6pp | 987.18%-968.7pp | 160.72%-142.3pp |
| Employer contribution / active EE | $499 | $1,547-67.8% | $4,170-88.0% | $2,671-81.3% |
| Participant deferral / active EE | $922 | $2,630-64.9% | $4,083-77.4% | $4,126-77.7% |
| Admin fee / account holder | $2,005 | $3,946-49.2% | $5,651-64.5% | $5,651-64.5% |