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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 | $47,847 | $60,139-20.4% | $90,461-47.1% | $79,856-40.1% |
| Participation rate | 62.5% | 65.0%-2.5pp | 72.7%-10.2pp | 69.6%-7.1pp |
| Annual return | 22.64% | 71.96%-49.3pp | 1294.76%-1272.1pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,334 | $2,069-35.5% | $3,264-59.1% | $2,471-46.0% |
| Participant deferral / active EE | $1,971 | $2,939-32.9% | $3,964-50.3% | $3,741-47.3% |
| Admin fee / account holder | $612 | $3,978-84.6% | $5,617-89.1% | $5,306-88.5% |