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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 | $47,674 | $60,128-20.7% | $90,440-47.3% | $79,852-40.3% |
| Participation rate | 57.4% | 65.0%-7.6pp | 72.7%-15.3pp | 69.6%-12.2pp |
| Annual return | 13.63% | 71.95%-58.3pp | 1294.38%-1280.8pp | 31.72%-18.1pp |
| Employer contribution / active EE | $699 | $2,068-66.2% | $3,263-78.6% | $2,471-71.7% |
| Participant deferral / active EE | $1,665 | $2,939-43.4% | $3,964-58.0% | $3,740-55.5% |
| Admin fee / account holder | $1,138 | $3,977-71.4% | $5,615-79.7% | $5,306-78.6% |