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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 | $46,934 | $60,139-22.0% | $90,461-48.1% | $79,856-41.2% |
| Participation rate | 57.9% | 65.0%-7.1pp | 72.7%-14.8pp | 69.6%-11.7pp |
| Annual return | 12.20% | 71.96%-59.8pp | 1294.76%-1282.6pp | 31.71%-19.5pp |
| Employer contribution / active EE | $741 | $2,069-64.2% | $3,264-77.3% | $2,471-70.0% |
| Participant deferral / active EE | $1,177 | $2,939-59.9% | $3,964-70.3% | $3,741-68.5% |
| Admin fee / account holder | $4,294 | $3,978+7.9% | $5,617-23.5% | $5,306-19.1% |