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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 | $45,834 | $55,472-17.4% | $155,567-70.5% | $74,546-38.5% |
| Participation rate | 47.6% | 61.9%-14.3pp | 78.2%-30.6pp | 67.2%-19.6pp |
| Annual return | 21.06% | 268.72%-247.7pp | 64.74%-43.7pp | 1366.03%-1345.0pp |
| Employer contribution / active EE | $2,371 | $2,269+4.5% | $4,674-49.3% | $2,624-9.6% |
| Participant deferral / active EE | $3,896 | $2,838+37.3% | $5,628-30.8% | $4,347-10.4% |
| Admin fee / account holder | $3,100 | $1,743+77.9% | $15,916-80.5% | $1,944+59.5% |