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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 | $49,199-23.8% | $121,210-69.1% | $75,177-50.2% |
| Participation rate | 39.0% | 55.4%-16.4pp | 69.5%-30.6pp | 67.2%-28.2pp |
| Annual return | 18.13% | 56.04%-37.9pp | 987.41%-969.3pp | 160.75%-142.6pp |
| Employer contribution / active EE | $734 | $1,547-52.5% | $4,171-82.4% | $2,671-72.5% |
| Participant deferral / active EE | $2,703 | $2,630+2.8% | $4,084-33.8% | $4,126-34.5% |
| Admin fee / account holder | $4,701 | $3,946+19.1% | $5,647-16.8% | $5,651-16.8% |