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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 | $52,300 | $44,850+16.6% | $60,547-13.6% | $59,633-12.3% |
| Participation rate | 50.0% | 59.5%-9.5pp | 68.0%-18.0pp | 68.7%-18.7pp |
| Annual return | 1.56% | 1074.14%-1072.6pp | 335.64%-334.1pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $855 | $1,462-41.5% | $2,419-64.7% | $2,203-61.2% |
| Participant deferral / active EE | $2,463 | $2,230+10.4% | $3,328-26.0% | $3,192-22.8% |
| Admin fee / account holder | $21,103 | $3,635+480.5% | $4,536+365.2% | $4,297+391.1% |