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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 | $46,953 | $60,139-21.9% | $90,461-48.1% | $79,856-41.2% |
| Participation rate | 53.6% | 65.0%-11.4pp | 72.7%-19.1pp | 69.6%-16.1pp |
| Annual return | 14.86% | 71.96%-57.1pp | 1294.76%-1279.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,284 | $2,069-37.9% | $3,264-60.7% | $2,471-48.0% |
| Participant deferral / active EE | $2,694 | $2,939-8.3% | $3,964-32.0% | $3,741-28.0% |
| Admin fee / account holder | $7,462 | $3,978+87.6% | $5,617+32.8% | $5,306+40.6% |