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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 | $61,063 | $66,444-8.1% | $120,225-49.2% | $79,634-23.3% |
| Participation rate | 23.0% | 42.8%-19.7pp | 69.6%-46.6pp | 62.5%-39.5pp |
| Annual return | 14.04% | 53.37%-39.3pp | 439.23%-425.2pp | 36.46%-22.4pp |
| Employer contribution / active EE | $477 | $1,860-74.4% | $3,475-86.3% | $2,529-81.2% |
| Participant deferral / active EE | $1,695 | $2,798-39.4% | $3,999-57.6% | $3,835-55.8% |
| Admin fee / account holder | $4,700 | $1,295+262.8% | $5,696-17.5% | $1,002+369.1% |