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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 | $56,448 | $59,456-5.1% | $93,669-39.7% | $74,429-24.2% |
| Participation rate | 47.7% | 59.6%-12.0pp | 68.7%-21.1pp | 67.2%-19.6pp |
| Annual return | 14.17% | 82.00%-67.8pp | 133.59%-119.4pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $2,341 | $1,266+84.9% | $2,424-3.4% | $2,625-10.8% |
| Participant deferral / active EE | $4,111 | $3,052+34.7% | $4,416-6.9% | $4,348-5.5% |
| Admin fee / account holder | $10,720 | $3,026+254.3% | $8,291+29.3% | $1,944+451.4% |