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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 | $61,063 | $58,121+5.1% | $130,788-53.3% | $64,728-5.7% |
| Participation rate | 23.0% | 34.7%-11.7pp | 70.1%-47.1pp | 57.9%-34.9pp |
| Annual return | 14.04% | 102.13%-88.1pp | 386.44%-372.4pp | 49.38%-35.3pp |
| Employer contribution / active EE | $477 | $1,281-62.8% | $3,558-86.6% | $2,243-78.8% |
| Participant deferral / active EE | $1,695 | $2,137-20.7% | $4,137-59.0% | $2,729-37.9% |
| Admin fee / account holder | $4,700 | $1,703+176.0% | $6,673-29.6% | $1,145+310.5% |