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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 | $35,552 | $60,139-40.9% | $90,461-60.7% | $79,856-55.5% |
| Participation rate | 46.8% | 65.0%-18.2pp | 72.7%-25.9pp | 69.6%-22.8pp |
| Annual return | 13.90% | 71.96%-58.1pp | 1294.76%-1280.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $735 | $2,069-64.5% | $3,264-77.5% | $2,471-70.2% |
| Participant deferral / active EE | $1,502 | $2,939-48.9% | $3,964-62.1% | $3,741-59.9% |
| Admin fee / account holder | $1,136 | $3,978-71.4% | $5,617-79.8% | $5,306-78.6% |