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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 | $38,007 | $60,119-36.8% | $90,430-58.0% | $79,858-52.4% |
| Participation rate | 40.0% | 65.0%-25.0pp | 72.7%-32.7pp | 69.6%-29.6pp |
| Annual return | 17.19% | 71.94%-54.7pp | 1293.73%-1276.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $898 | $2,068-56.6% | $3,262-72.5% | $2,471-63.6% |
| Participant deferral / active EE | $1,767 | $2,938-39.9% | $3,963-55.4% | $3,740-52.8% |
| Admin fee / account holder | $763 | $3,976-80.8% | $5,613-86.4% | $5,306-85.6% |