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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 | $31,491 | $70,684-55.4% | $169,397-81.4% | $75,177-58.1% |
| Participation rate | 56.9% | 64.8%-7.9pp | 77.2%-20.3pp | 67.2%-10.3pp |
| Annual return | 46.87% | 36.38%+10.5pp | 406.23%-359.4pp | 160.75%-113.9pp |
| Employer contribution / active EE | $2,273 | $2,211+2.8% | $4,013-43.4% | $2,671-14.9% |
| Participant deferral / active EE | $4,819 | $4,310+11.8% | $6,223-22.6% | $4,126+16.8% |
| Admin fee / account holder | $460 | $5,404-91.5% | $9,017-94.9% | $5,651-91.9% |