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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 | $43,424 | $64,705-32.9% | $62,929-31.0% | $67,986-36.1% |
| Participation rate | 49.5% | 65.6%-16.1pp | 73.1%-23.6pp | 57.2%-7.7pp |
| Annual return | 19.19% | 20.31%-1.1pp | 1063.93%-1044.7pp | 31.67%-12.5pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,374 | $3,198+36.8% | $3,888+12.5% | $3,358+30.2% |
| Admin fee / account holder | $2,514 | $1,428+76.0% | $5,065-50.4% | $3,203-21.5% |