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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 | $43,519 | $60,128-27.6% | $90,440-51.9% | $79,852-45.5% |
| Participation rate | 53.7% | 65.0%-11.3pp | 72.7%-19.0pp | 69.6%-15.9pp |
| Annual return | 24.18% | 71.95%-47.8pp | 1294.38%-1270.2pp | 31.72%-7.5pp |
| Employer contribution / active EE | $2,076 | $2,068+0.4% | $3,263-36.4% | $2,471-16.0% |
| Participant deferral / active EE | $4,453 | $2,939+51.5% | $3,964+12.4% | $3,740+19.1% |
| Admin fee / account holder | $1,116 | $3,977-71.9% | $5,615-80.1% | $5,306-79.0% |