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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 | $59,849 | $49,164+21.7% | $121,169-50.6% | $75,181-20.4% |
| Participation rate | 41.8% | 55.4%-13.6pp | 69.5%-27.7pp | 67.2%-25.4pp |
| Annual return | 18.86% | 56.03%-37.2pp | 986.71%-967.8pp | 160.69%-141.8pp |
| Employer contribution / active EE | $349 | $1,546-77.4% | $4,168-91.6% | $2,671-86.9% |
| Participant deferral / active EE | $1,223 | $2,628-53.5% | $4,083-70.0% | $4,126-70.4% |
| Admin fee / account holder | $4,036 | $3,942+2.4% | $5,645-28.5% | $5,650-28.6% |