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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 | $50,020 | $60,139-16.8% | $90,461-44.7% | $79,856-37.4% |
| Participation rate | 37.7% | 65.0%-27.3pp | 72.7%-35.0pp | 69.6%-31.9pp |
| Annual return | 18.55% | 71.96%-53.4pp | 1294.76%-1276.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $697 | $2,069-66.3% | $3,264-78.7% | $2,471-71.8% |
| Participant deferral / active EE | $2,156 | $2,939-26.6% | $3,964-45.6% | $3,741-42.4% |
| Admin fee / account holder | $862 | $3,978-78.3% | $5,617-84.7% | $5,306-83.8% |