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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 | $40,113 | $60,128-33.3% | $90,440-55.6% | $79,852-49.8% |
| Participation rate | 23.1% | 65.0%-41.9pp | 72.7%-49.6pp | 69.6%-46.6pp |
| Annual return | 23.82% | 71.95%-48.1pp | 1294.38%-1270.6pp | 31.72%-7.9pp |
| Employer contribution / active EE | $948 | $2,068-54.2% | $3,263-70.9% | $2,471-61.6% |
| Participant deferral / active EE | $2,141 | $2,939-27.2% | $3,964-46.0% | $3,740-42.8% |
| Admin fee / account holder | $547 | $3,977-86.2% | $5,615-90.3% | $5,306-89.7% |