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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 | $35,425 | $52,353-32.3% | $120,225-70.5% | $82,448-57.0% |
| Participation rate | 47.9% | 58.3%-10.4pp | 69.6%-21.7pp | 68.1%-20.2pp |
| Annual return | 20.28% | 61.85%-41.6pp | 439.23%-418.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,335 | $1,510-11.6% | $3,475-61.6% | $2,551-47.7% |
| Participant deferral / active EE | $2,287 | $2,627-12.9% | $3,999-42.8% | $4,139-44.7% |
| Admin fee / account holder | $1,871 | $4,363-57.1% | $5,696-67.1% | $7,234-74.1% |