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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 | $30,856 | $60,139-48.7% | $90,461-65.9% | $79,856-61.4% |
| Participation rate | 52.6% | 65.0%-12.4pp | 72.7%-20.1pp | 69.6%-17.0pp |
| Annual return | 14.54% | 71.96%-57.4pp | 1294.76%-1280.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $564 | $2,069-72.7% | $3,264-82.7% | $2,471-77.2% |
| Participant deferral / active EE | $1,393 | $2,939-52.6% | $3,964-64.9% | $3,741-62.8% |
| Admin fee / account holder | $853 | $3,978-78.5% | $5,617-84.8% | $5,306-83.9% |