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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 | $35,973 | $60,128-40.2% | $90,440-60.2% | $79,852-55.0% |
| Participation rate | 62.2% | 65.0%-2.8pp | 72.7%-10.5pp | 69.6%-7.5pp |
| Annual return | 10.63% | 71.95%-61.3pp | 1294.38%-1283.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $459 | $2,068-77.8% | $3,263-85.9% | $2,471-81.4% |
| Participant deferral / active EE | $1,392 | $2,939-52.6% | $3,964-64.9% | $3,740-62.8% |
| Admin fee / account holder | $1,713 | $3,977-56.9% | $5,615-69.5% | $5,306-67.7% |