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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 | $48,741 | $60,119-18.9% | $90,430-46.1% | $79,858-39.0% |
| Participation rate | 62.2% | 65.0%-2.8pp | 72.7%-10.5pp | 69.6%-7.5pp |
| Annual return | 13.86% | 71.94%-58.1pp | 1293.73%-1279.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $871 | $2,068-57.9% | $3,262-73.3% | $2,471-64.8% |
| Participant deferral / active EE | $1,864 | $2,938-36.5% | $3,963-52.9% | $3,740-50.2% |
| Admin fee / account holder | $840 | $3,976-78.9% | $5,613-85.0% | $5,306-84.2% |