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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 | $55,190 | $60,128-8.2% | $90,440-39.0% | $79,852-30.9% |
| Participation rate | 24.5% | 65.0%-40.5pp | 72.7%-48.2pp | 69.6%-45.1pp |
| Annual return | 15.37% | 71.95%-56.6pp | 1294.38%-1279.0pp | 31.72%-16.4pp |
| Employer contribution / active EE | $465 | $2,068-77.5% | $3,263-85.8% | $2,471-81.2% |
| Participant deferral / active EE | $1,666 | $2,939-43.3% | $3,964-58.0% | $3,740-55.5% |
| Admin fee / account holder | $700 | $3,977-82.4% | $5,615-87.5% | $5,306-86.8% |