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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 | $33,310 | $60,139-44.6% | $90,461-63.2% | $79,856-58.3% |
| Participation rate | 66.3% | 65.0%+1.3pp | 72.7%-6.4pp | 69.6%-3.4pp |
| Annual return | 10.50% | 71.96%-61.5pp | 1294.76%-1284.3pp | 31.71%-21.2pp |
| Employer contribution / active EE | $822 | $2,069-60.3% | $3,264-74.8% | $2,471-66.7% |
| Participant deferral / active EE | $1,739 | $2,939-40.8% | $3,964-56.1% | $3,741-53.5% |
| Admin fee / account holder | $2,506 | $3,978-37.0% | $5,617-55.4% | $5,306-52.8% |