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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 | $53,063-33.2% | $124,206-71.5% | $82,637-57.1% |
| Participation rate | 47.9% | 58.4%-10.5pp | 69.6%-21.7pp | 68.1%-20.1pp |
| Annual return | 20.28% | 68.87%-48.6pp | 515.27%-495.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,335 | $1,530-12.8% | $3,540-62.3% | $2,552-47.7% |
| Participant deferral / active EE | $2,287 | $2,644-13.5% | $3,968-42.4% | $4,126-44.6% |
| Admin fee / account holder | $1,871 | $4,281-56.3% | $5,929-68.4% | $7,339-74.5% |