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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 | $44,940 | $60,119-25.2% | $90,430-50.3% | $79,858-43.7% |
| Participation rate | 61.8% | 65.0%-3.2pp | 72.7%-10.9pp | 69.6%-7.9pp |
| Annual return | 16.50% | 71.94%-55.4pp | 1293.73%-1277.2pp | 31.72%-15.2pp |
| Employer contribution / active EE | $408 | $2,068-80.3% | $3,262-87.5% | $2,471-83.5% |
| Participant deferral / active EE | $2,676 | $2,938-8.9% | $3,963-32.5% | $3,740-28.5% |
| Admin fee / account holder | $738 | $3,976-81.4% | $5,613-86.9% | $5,306-86.1% |