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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 | $40,933 | $56,431-27.5% | $130,788-68.7% | $87,485-53.2% |
| Participation rate | 44.8% | 58.9%-14.1pp | 70.1%-25.3pp | 68.9%-24.1pp |
| Annual return | 20.59% | 91.27%-70.7pp | 386.44%-365.9pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,356 | $1,549-12.5% | $3,558-61.9% | $2,596-47.8% |
| Participant deferral / active EE | $2,634 | $2,749-4.2% | $4,137-36.3% | $4,274-38.4% |
| Admin fee / account holder | $343 | $4,433-92.3% | $6,673-94.9% | $7,775-95.6% |