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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 | $40,544 | $60,139-32.6% | $90,461-55.2% | $79,856-49.2% |
| Participation rate | 33.7% | 65.0%-31.3pp | 72.7%-39.0pp | 69.6%-35.9pp |
| Annual return | 22.03% | 71.96%-49.9pp | 1294.76%-1272.7pp | 31.71%-9.7pp |
| Employer contribution / active EE | $917 | $2,069-55.7% | $3,264-71.9% | $2,471-62.9% |
| Participant deferral / active EE | $1,568 | $2,939-46.7% | $3,964-60.5% | $3,741-58.1% |
| Admin fee / account holder | $1,905 | $3,978-52.1% | $5,617-66.1% | $5,306-64.1% |