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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 | $52,999 | $110,379-52.0% | $102,412-48.2% | $145,884-63.7% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 59.55% | 24.84%+34.7pp | 24.94%+34.6pp | 551.85%-492.3pp |
| Employer contribution / active EE | $1,490 | $4,216-64.7% | $3,870-61.5% | $4,662-68.0% |
| Participant deferral / active EE | $4,684 | $5,622-16.7% | $5,060-7.4% | $6,690-30.0% |
| Admin fee / account holder | $343 | $9,745-96.5% | $8,388-95.9% | $13,392-97.4% |