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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 | $36,540 | $60,139-39.2% | $90,461-59.6% | $79,856-54.2% |
| Participation rate | 56.8% | 65.0%-8.2pp | 72.7%-15.9pp | 69.6%-12.8pp |
| Annual return | 19.60% | 71.96%-52.4pp | 1294.76%-1275.2pp | 31.71%-12.1pp |
| Employer contribution / active EE | $575 | $2,069-72.2% | $3,264-82.4% | $2,471-76.7% |
| Participant deferral / active EE | $2,574 | $2,939-12.4% | $3,964-35.1% | $3,741-31.2% |
| Admin fee / account holder | $1,648 | $3,978-58.6% | $5,617-70.7% | $5,306-68.9% |