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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 | $51,032 | $63,346-19.4% | $92,240-44.7% | $70,126-27.2% |
| Participation rate | 31.9% | 68.7%-36.8pp | 76.5%-44.6pp | 69.5%-37.7pp |
| Annual return | 15.17% | 530.19%-515.0pp | 176.29%-161.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $686 | $2,471-72.2% | $3,680-81.4% | $2,343-70.7% |
| Participant deferral / active EE | $1,428 | $2,854-50.0% | $3,897-63.4% | $3,332-57.2% |
| Admin fee / account holder | $3,388 | $3,841-11.8% | $5,194-34.8% | $4,645-27.1% |