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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 | $29,084 | $52,353-44.4% | $120,225-75.8% | $82,448-64.7% |
| Participation rate | 24.4% | 58.3%-33.9pp | 69.6%-45.2pp | 68.1%-43.7pp |
| Annual return | 23.63% | 61.85%-38.2pp | 439.23%-415.6pp | 41.64%-18.0pp |
| Employer contribution / active EE | $369 | $1,510-75.6% | $3,475-89.4% | $2,551-85.5% |
| Participant deferral / active EE | $2,479 | $2,627-5.6% | $3,999-38.0% | $4,139-40.1% |
| Admin fee / account holder | $808 | $4,363-81.5% | $5,696-85.8% | $7,234-88.8% |