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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 | $49,930 | $52,353-4.6% | $120,225-58.5% | $82,448-39.4% |
| Participation rate | 26.2% | 58.3%-32.1pp | 69.6%-43.4pp | 68.1%-41.9pp |
| Annual return | 13.81% | 61.85%-48.0pp | 439.23%-425.4pp | 41.64%-27.8pp |
| Employer contribution / active EE | $845 | $1,510-44.0% | $3,475-75.7% | $2,551-66.9% |
| Participant deferral / active EE | $2,578 | $2,627-1.9% | $3,999-35.5% | $4,139-37.7% |
| Admin fee / account holder | $6,905 | $4,363+58.3% | $5,696+21.2% | $7,234-4.6% |