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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 | $55,557 | $60,119-7.6% | $90,430-38.6% | $79,858-30.4% |
| Participation rate | 48.2% | 65.0%-16.7pp | 72.7%-24.4pp | 69.6%-21.4pp |
| Annual return | 12.57% | 71.94%-59.4pp | 1293.73%-1281.2pp | 31.72%-19.1pp |
| Employer contribution / active EE | $900 | $2,068-56.5% | $3,262-72.4% | $2,471-63.6% |
| Participant deferral / active EE | $2,508 | $2,938-14.6% | $3,963-36.7% | $3,740-32.9% |
| Admin fee / account holder | $6,826 | $3,976+71.7% | $5,613+21.6% | $5,306+28.6% |