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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 | $52,461 | $52,353+0.2% | $120,225-56.4% | $82,448-36.4% |
| Participation rate | 30.2% | 58.3%-28.1pp | 69.6%-39.3pp | 68.1%-37.8pp |
| Annual return | 23.98% | 61.85%-37.9pp | 439.23%-415.2pp | 41.64%-17.7pp |
| Employer contribution / active EE | $358 | $1,510-76.3% | $3,475-89.7% | $2,551-85.9% |
| Participant deferral / active EE | $1,909 | $2,627-27.3% | $3,999-52.3% | $4,139-53.9% |
| Admin fee / account holder | $3,204 | $4,363-26.6% | $5,696-43.8% | $7,234-55.7% |