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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 | $65,554 | $85,766-23.6% | $136,298-51.9% | $70,126-6.5% |
| Participation rate | 52.6% | 74.2%-21.5pp | 81.9%-29.3pp | 69.5%-16.9pp |
| Annual return | 19.56% | 31.46%-11.9pp | 5156.27%-5136.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,330 | $2,966-55.2% | $4,696-71.7% | $2,343-43.2% |
| Participant deferral / active EE | $2,897 | $5,051-42.6% | $6,247-53.6% | $3,332-13.0% |
| Admin fee / account holder | $731 | $5,421-86.5% | $9,244-92.1% | $4,645-84.3% |