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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 | $47,270 | $66,444-28.9% | $120,225-60.7% | $79,634-40.6% |
| Participation rate | 32.6% | 42.8%-10.1pp | 69.6%-36.9pp | 62.5%-29.8pp |
| Annual return | 14.84% | 53.37%-38.5pp | 439.23%-424.4pp | 36.46%-21.6pp |
| Employer contribution / active EE | $760 | $1,860-59.2% | $3,475-78.1% | $2,529-70.0% |
| Participant deferral / active EE | $1,828 | $2,798-34.7% | $3,999-54.3% | $3,835-52.3% |
| Admin fee / account holder | $6,234 | $1,295+381.3% | $5,696+9.4% | $1,002+522.2% |