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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 | $44,011 | $65,566-32.9% | $86,235-49.0% | $75,177-41.5% |
| Participation rate | 51.9% | 60.5%-8.5pp | 69.0%-17.0pp | 67.2%-15.3pp |
| Annual return | 15.01% | 46.07%-31.1pp | 1170.03%-1155.0pp | 160.75%-145.7pp |
| Employer contribution / active EE | $535 | $1,553-65.6% | $2,381-77.5% | $2,671-80.0% |
| Participant deferral / active EE | $3,723 | $3,023+23.2% | $3,987-6.6% | $4,126-9.8% |
| Admin fee / account holder | $8,239 | $5,470+50.6% | $6,856+20.2% | $5,651+45.8% |