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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 | $38,588 | $85,766-55.0% | $136,298-71.7% | $70,126-45.0% |
| Participation rate | 52.1% | 74.2%-22.1pp | 81.9%-29.8pp | 69.5%-17.5pp |
| Annual return | 15.02% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $3,405 | $2,966+14.8% | $4,696-27.5% | $2,343+45.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,692 | $5,421-31.9% | $9,244-60.1% | $4,645-20.5% |