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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 | $32,130 | $60,119-46.6% | $90,430-64.5% | $79,858-59.8% |
| Participation rate | 46.3% | 65.0%-18.7pp | 72.7%-26.4pp | 69.6%-23.3pp |
| Annual return | 17.69% | 71.94%-54.2pp | 1293.73%-1276.0pp | 31.72%-14.0pp |
| Employer contribution / active EE | $810 | $2,068-60.8% | $3,262-75.2% | $2,471-67.2% |
| Participant deferral / active EE | $2,496 | $2,938-15.0% | $3,963-37.0% | $3,740-33.3% |
| Admin fee / account holder | $1,285 | $3,976-67.7% | $5,613-77.1% | $5,306-75.8% |