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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 | $37,468 | $49,164-23.8% | $121,147-69.1% | $75,173-50.2% |
| Participation rate | 39.0% | 55.4%-16.4pp | 69.5%-30.5pp | 67.2%-28.2pp |
| Annual return | 18.13% | 56.03%-37.9pp | 986.30%-968.2pp | 160.65%-142.5pp |
| Employer contribution / active EE | $734 | $1,546-52.5% | $4,166-82.4% | $2,670-72.5% |
| Participant deferral / active EE | $2,703 | $2,628+2.8% | $4,081-33.8% | $4,126-34.5% |
| Admin fee / account holder | $4,701 | $3,942+19.2% | $5,646-16.7% | $5,651-16.8% |