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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 | $65,412 | $48,570+34.7% | $130,660-49.9% | $72,983-10.4% |
| Participation rate | 17.7% | 58.6%-40.9pp | 71.7%-54.0pp | 69.5%-51.8pp |
| Annual return | 24.08% | 38.63%-14.5pp | 1709.29%-1685.2pp | 81.01%-56.9pp |
| Employer contribution / active EE | $563 | $1,334-57.8% | $4,092-86.3% | $2,440-76.9% |
| Participant deferral / active EE | $1,337 | $2,384-43.9% | $3,603-62.9% | $3,608-62.9% |
| Admin fee / account holder | $2,303 | $3,549-35.1% | $5,463-57.9% | $5,124-55.1% |