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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 | $52,432 | $103,000-49.1% | $90,300-41.9% | $152,885-65.7% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 26.55% | 95.19%-68.6pp | 78.11%-51.6pp | 345.39%-318.8pp |
| Employer contribution / active EE | $1,046 | $3,138-66.7% | $2,854-63.4% | $4,763-78.0% |
| Participant deferral / active EE | $2,639 | $4,281-38.3% | $3,884-32.1% | $5,851-54.9% |
| Admin fee / account holder | $1,111 | $6,173-82.0% | $5,353-79.2% | $11,598-90.4% |