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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 | $41,347 | $60,128-31.2% | $90,440-54.3% | $79,852-48.2% |
| Participation rate | 63.3% | 65.0%-1.7pp | 72.7%-9.4pp | 69.6%-6.3pp |
| Annual return | 25.51% | 71.95%-46.4pp | 1294.38%-1268.9pp | 31.72%-6.2pp |
| Employer contribution / active EE | $542 | $2,068-73.8% | $3,263-83.4% | $2,471-78.0% |
| Participant deferral / active EE | $1,878 | $2,939-36.1% | $3,964-52.6% | $3,740-49.8% |
| Admin fee / account holder | $517 | $3,977-87.0% | $5,615-90.8% | $5,306-90.3% |