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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 | $49,355 | $60,119-17.9% | $90,430-45.4% | $79,858-38.2% |
| Participation rate | 58.1% | 65.0%-6.9pp | 72.7%-14.6pp | 69.6%-11.6pp |
| Annual return | 10.68% | 71.94%-61.3pp | 1293.73%-1283.0pp | 31.72%-21.0pp |
| Employer contribution / active EE | $509 | $2,068-75.4% | $3,262-84.4% | $2,471-79.4% |
| Participant deferral / active EE | $821 | $2,938-72.1% | $3,963-79.3% | $3,740-78.0% |
| Admin fee / account holder | $748 | $3,976-81.2% | $5,613-86.7% | $5,306-85.9% |