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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 | $56,196 | $60,139-6.6% | $90,461-37.9% | $79,856-29.6% |
| Participation rate | 26.1% | 65.0%-38.9pp | 72.7%-46.6pp | 69.6%-43.6pp |
| Annual return | 13.81% | 71.96%-58.2pp | 1294.76%-1281.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $681 | $2,069-67.1% | $3,264-79.1% | $2,471-72.4% |
| Participant deferral / active EE | $2,409 | $2,939-18.0% | $3,964-39.2% | $3,741-35.6% |
| Admin fee / account holder | $4,380 | $3,978+10.1% | $5,617-22.0% | $5,306-17.5% |