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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 | $55,177 | $60,139-8.3% | $90,461-39.0% | $79,856-30.9% |
| Participation rate | 19.1% | 65.0%-45.8pp | 72.7%-53.5pp | 69.6%-50.5pp |
| Annual return | 22.63% | 71.96%-49.3pp | 1294.76%-1272.1pp | 31.71%-9.1pp |
| Employer contribution / active EE | $410 | $2,069-80.2% | $3,264-87.4% | $2,471-83.4% |
| Participant deferral / active EE | $1,042 | $2,939-64.5% | $3,964-73.7% | $3,741-72.1% |
| Admin fee / account holder | $853 | $3,978-78.6% | $5,617-84.8% | $5,306-83.9% |