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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 | $36,824 | $60,119-38.7% | $90,430-59.3% | $79,858-53.9% |
| Participation rate | 61.9% | 65.0%-3.1pp | 72.7%-10.8pp | 69.6%-7.7pp |
| Annual return | 10.38% | 71.94%-61.6pp | 1293.73%-1283.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $930 | $2,068-55.0% | $3,262-71.5% | $2,471-62.4% |
| Participant deferral / active EE | $1,484 | $2,938-49.5% | $3,963-62.6% | $3,740-60.3% |
| Admin fee / account holder | $4,754 | $3,976+19.6% | $5,613-15.3% | $5,306-10.4% |