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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 | $65,082 | $60,139+8.2% | $90,461-28.1% | $79,856-18.5% |
| Participation rate | 35.7% | 65.0%-29.3pp | 72.7%-37.0pp | 69.6%-33.9pp |
| Annual return | 11.39% | 71.96%-60.6pp | 1294.76%-1283.4pp | 31.71%-20.3pp |
| Employer contribution / active EE | $585 | $2,069-71.7% | $3,264-82.1% | $2,471-76.3% |
| Participant deferral / active EE | $1,424 | $2,939-51.5% | $3,964-64.1% | $3,741-61.9% |
| Admin fee / account holder | $6,215 | $3,978+56.2% | $5,617+10.7% | $5,306+17.1% |