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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 | $50,018 | $60,128-16.8% | $90,440-44.7% | $79,852-37.4% |
| Participation rate | 67.3% | 65.0%+2.3pp | 72.7%-5.4pp | 69.6%-2.3pp |
| Annual return | 17.22% | 71.95%-54.7pp | 1294.38%-1277.2pp | 31.72%-14.5pp |
| Employer contribution / active EE | $729 | $2,068-64.7% | $3,263-77.6% | $2,471-70.5% |
| Participant deferral / active EE | $2,826 | $2,939-3.8% | $3,964-28.7% | $3,740-24.5% |
| Admin fee / account holder | $2,034 | $3,977-48.9% | $5,615-63.8% | $5,306-61.7% |