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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 | $52,940 | $49,199+7.6% | $121,204-56.3% | $75,173-29.6% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 15.98% | 56.04%-40.1pp | 987.18%-971.2pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,205 | $1,547-22.1% | $4,170-71.1% | $2,671-54.9% |
| Participant deferral / active EE | $2,279 | $2,630-13.4% | $4,083-44.2% | $4,126-44.8% |
| Admin fee / account holder | $907 | $3,946-77.0% | $5,651-84.0% | $5,651-84.0% |