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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 | $43,159 | $60,119-28.2% | $90,430-52.3% | $79,858-46.0% |
| Participation rate | 51.2% | 65.0%-13.8pp | 72.7%-21.5pp | 69.6%-18.4pp |
| Annual return | 15.21% | 71.94%-56.7pp | 1293.73%-1278.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $265 | $2,068-87.2% | $3,262-91.9% | $2,471-89.3% |
| Participant deferral / active EE | $2,482 | $2,938-15.5% | $3,963-37.4% | $3,740-33.6% |
| Admin fee / account holder | $5,395 | $3,976+35.7% | $5,613-3.9% | $5,306+1.7% |