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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 | $43,549 | $60,139-27.6% | $90,461-51.9% | $79,856-45.5% |
| Participation rate | 48.4% | 65.0%-16.6pp | 72.7%-24.3pp | 69.6%-21.3pp |
| Annual return | 16.20% | 71.96%-55.8pp | 1294.76%-1278.6pp | 31.71%-15.5pp |
| Employer contribution / active EE | $790 | $2,069-61.8% | $3,264-75.8% | $2,471-68.0% |
| Participant deferral / active EE | $1,494 | $2,939-49.2% | $3,964-62.3% | $3,741-60.1% |
| Admin fee / account holder | $1,605 | $3,978-59.7% | $5,617-71.4% | $5,306-69.8% |