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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 | $57,264 | $60,128-4.8% | $90,440-36.7% | $79,852-28.3% |
| Participation rate | 64.1% | 65.0%-0.9pp | 72.7%-8.6pp | 69.6%-5.6pp |
| Annual return | 10.69% | 71.95%-61.3pp | 1294.38%-1283.7pp | 31.72%-21.0pp |
| Employer contribution / active EE | $254 | $2,068-87.7% | $3,263-92.2% | $2,471-89.7% |
| Participant deferral / active EE | $1,826 | $2,939-37.9% | $3,964-53.9% | $3,740-51.2% |
| Admin fee / account holder | $590 | $3,977-85.2% | $5,615-89.5% | $5,306-88.9% |