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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 | $27,569 | $60,139-54.2% | $90,461-69.5% | $79,856-65.5% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 14.95% | 71.96%-57.0pp | 1294.76%-1279.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $730 | $2,069-64.7% | $3,264-77.6% | $2,471-70.5% |
| Participant deferral / active EE | $1,051 | $2,939-64.2% | $3,964-73.5% | $3,741-71.9% |
| Admin fee / account holder | $1,117 | $3,978-71.9% | $5,617-80.1% | $5,306-79.0% |