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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 | $48,686 | $57,305-15.0% | $86,640-43.8% | $75,173-35.2% |
| Participation rate | 17.7% | 63.2%-45.5pp | 71.7%-54.0pp | 67.2%-49.5pp |
| Annual return | 19.63% | 2674.24%-2654.6pp | 592.52%-572.9pp | 160.72%-141.1pp |
| Employer contribution / active EE | $519 | $2,316-77.6% | $3,024-82.8% | $2,671-80.6% |
| Participant deferral / active EE | $931 | $3,320-72.0% | $4,438-79.0% | $4,126-77.4% |
| Admin fee / account holder | $955 | $4,116-76.8% | $5,616-83.0% | $5,651-83.1% |