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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 | $37,946 | $60,139-36.9% | $90,461-58.1% | $79,856-52.5% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 13.88% | 71.96%-58.1pp | 1294.76%-1280.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,343 | $2,069-35.1% | $3,264-58.9% | $2,471-45.7% |
| Participant deferral / active EE | $2,856 | $2,939-2.8% | $3,964-27.9% | $3,741-23.6% |
| Admin fee / account holder | $646 | $3,978-83.8% | $5,617-88.5% | $5,306-87.8% |