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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 | $46,556 | $49,199-5.4% | $121,210-61.6% | $75,177-38.1% |
| Participation rate | 37.0% | 55.4%-18.4pp | 69.5%-32.5pp | 67.2%-30.2pp |
| Annual return | 20.18% | 56.04%-35.9pp | 987.41%-967.2pp | 160.75%-140.6pp |
| Employer contribution / active EE | $666 | $1,547-56.9% | $4,171-84.0% | $2,671-75.1% |
| Participant deferral / active EE | $2,313 | $2,630-12.0% | $4,084-43.3% | $4,126-43.9% |
| Admin fee / account holder | $1,758 | $3,946-55.4% | $5,647-68.9% | $5,651-68.9% |