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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 | $56,699 | $60,119-5.7% | $90,430-37.3% | $79,858-29.0% |
| Participation rate | 49.0% | 65.0%-16.0pp | 72.7%-23.7pp | 69.6%-20.7pp |
| Annual return | 10.68% | 71.94%-61.3pp | 1293.73%-1283.0pp | 31.72%-21.0pp |
| Employer contribution / active EE | $1,143 | $2,068-44.7% | $3,262-65.0% | $2,471-53.7% |
| Participant deferral / active EE | $1,889 | $2,938-35.7% | $3,963-52.3% | $3,740-49.5% |
| Admin fee / account holder | $1,465 | $3,976-63.1% | $5,613-73.9% | $5,306-72.4% |