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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 | $53,320 | $55,446-3.8% | $155,574-65.7% | $74,429-28.4% |
| Participation rate | 38.4% | 61.9%-23.5pp | 78.2%-39.8pp | 67.2%-28.8pp |
| Annual return | 11.91% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $1,040 | $2,266-54.1% | $4,676-77.8% | $2,625-60.4% |
| Participant deferral / active EE | $2,116 | $2,836-25.4% | $5,629-62.4% | $4,348-51.3% |
| Admin fee / account holder | $3,908 | $1,743+124.2% | $15,914-75.4% | $1,944+101.0% |