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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 | $38,830 | $60,139-35.4% | $90,461-57.1% | $79,856-51.4% |
| Participation rate | 44.6% | 65.0%-20.4pp | 72.7%-28.1pp | 69.6%-25.0pp |
| Annual return | 20.84% | 71.96%-51.1pp | 1294.76%-1273.9pp | 31.71%-10.9pp |
| Employer contribution / active EE | $876 | $2,069-57.7% | $3,264-73.2% | $2,471-64.6% |
| Participant deferral / active EE | $1,791 | $2,939-39.1% | $3,964-54.8% | $3,741-52.1% |
| Admin fee / account holder | $6,296 | $3,978+58.3% | $5,617+12.1% | $5,306+18.7% |