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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 | $73,072 | $48,570+50.4% | $130,660-44.1% | $72,975+0.1% |
| Participation rate | 28.9% | 58.6%-29.6pp | 71.7%-42.8pp | 69.5%-40.5pp |
| Annual return | 18.61% | 38.63%-20.0pp | 1709.29%-1690.7pp | 81.01%-62.4pp |
| Employer contribution / active EE | $628 | $1,334-52.9% | $4,092-84.6% | $2,440-74.2% |
| Participant deferral / active EE | $2,206 | $2,384-7.5% | $3,603-38.8% | $3,608-38.9% |
| Admin fee / account holder | $8,637 | $3,549+143.4% | $5,463+58.1% | $5,124+68.6% |