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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 | $51,046 | $56,197-9.2% | $67,652-24.5% | $59,633-14.4% |
| Participation rate | 56.5% | 71.5%-14.9pp | 75.7%-19.1pp | 68.7%-12.1pp |
| Annual return | 4.56% | 18508.10%-18503.5pp | 6625.40%-6620.8pp | 2041.45%-2036.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,240 | $2,844+119.4% | $3,560+75.3% | $3,192+95.5% |
| Admin fee / account holder | $4,508 | $3,958+13.9% | $4,821-6.5% | $4,297+4.9% |