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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 | $37,724 | $60,119-37.3% | $90,430-58.3% | $79,858-52.8% |
| Participation rate | 56.5% | 65.0%-8.5pp | 72.7%-16.2pp | 69.6%-13.2pp |
| Annual return | 14.47% | 71.94%-57.5pp | 1293.73%-1279.3pp | 31.72%-17.2pp |
| Employer contribution / active EE | $497 | $2,068-75.9% | $3,262-84.8% | $2,471-79.9% |
| Participant deferral / active EE | $843 | $2,938-71.3% | $3,963-78.7% | $3,740-77.5% |
| Admin fee / account holder | $2,864 | $3,976-28.0% | $5,613-49.0% | $5,306-46.0% |