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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 | $36,939 | $60,139-38.6% | $90,461-59.2% | $79,856-53.7% |
| Participation rate | 50.8% | 65.0%-14.1pp | 72.7%-21.8pp | 69.6%-18.8pp |
| Annual return | 13.45% | 71.96%-58.5pp | 1294.76%-1281.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,178 | $2,069+5.3% | $3,264-33.3% | $2,471-11.9% |
| Participant deferral / active EE | $2,919 | $2,939-0.7% | $3,964-26.4% | $3,741-22.0% |
| Admin fee / account holder | $3,267 | $3,978-17.9% | $5,617-41.8% | $5,306-38.4% |