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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 | $34,730 | $60,119-42.2% | $90,430-61.6% | $79,858-56.5% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 11.54% | 71.94%-60.4pp | 1293.73%-1282.2pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,002 | $2,068-51.6% | $3,262-69.3% | $2,471-59.5% |
| Participant deferral / active EE | $2,040 | $2,938-30.6% | $3,963-48.5% | $3,740-45.5% |
| Admin fee / account holder | $1,808 | $3,976-54.5% | $5,613-67.8% | $5,306-65.9% |