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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 | $59,246 | $60,119-1.5% | $90,430-34.5% | $79,858-25.8% |
| Participation rate | 35.2% | 65.0%-29.8pp | 72.7%-37.5pp | 69.6%-34.5pp |
| Annual return | 31.34% | 71.94%-40.6pp | 1293.73%-1262.4pp | 31.72%-0.4pp |
| Employer contribution / active EE | $750 | $2,068-63.7% | $3,262-77.0% | $2,471-69.6% |
| Participant deferral / active EE | $1,511 | $2,938-48.6% | $3,963-61.9% | $3,740-59.6% |
| Admin fee / account holder | $7,069 | $3,976+77.8% | $5,613+25.9% | $5,306+33.2% |