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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 | $54,334 | $60,128-9.6% | $90,440-39.9% | $79,852-32.0% |
| Participation rate | 35.6% | 65.0%-29.4pp | 72.7%-37.1pp | 69.6%-34.0pp |
| Annual return | 20.10% | 71.95%-51.8pp | 1294.38%-1274.3pp | 31.72%-11.6pp |
| Employer contribution / active EE | $1,338 | $2,068-35.3% | $3,263-59.0% | $2,471-45.8% |
| Participant deferral / active EE | $2,047 | $2,939-30.4% | $3,964-48.4% | $3,740-45.3% |
| Admin fee / account holder | $2,118 | $3,977-46.8% | $5,615-62.3% | $5,306-60.1% |