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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 | $46,555 | $49,199-5.4% | $121,204-61.6% | $75,173-38.1% |
| Participation rate | 60.4% | 55.4%+5.0pp | 69.5%-9.1pp | 67.2%-6.8pp |
| Annual return | 14.67% | 56.04%-41.4pp | 987.18%-972.5pp | 160.72%-146.0pp |
| Employer contribution / active EE | $410 | $1,547-73.5% | $4,170-90.2% | $2,671-84.6% |
| Participant deferral / active EE | $877 | $2,630-66.7% | $4,083-78.5% | $4,126-78.8% |
| Admin fee / account holder | $1,806 | $3,946-54.2% | $5,651-68.0% | $5,651-68.0% |