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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 | $37,989 | $60,119-36.8% | $90,414-58.0% | $79,860-52.4% |
| Participation rate | 64.4% | 65.0%-0.5pp | 72.7%-8.2pp | 69.6%-5.2pp |
| Annual return | 19.58% | 71.94%-52.4pp | 1293.19%-1273.6pp | 31.72%-12.1pp |
| Employer contribution / active EE | $496 | $2,068-76.0% | $3,262-84.8% | $2,471-79.9% |
| Participant deferral / active EE | $2,348 | $2,938-20.1% | $3,963-40.8% | $3,740-37.2% |
| Admin fee / account holder | $1,931 | $3,976-51.4% | $5,611-65.6% | $5,306-63.6% |