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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 | $35,187 | $85,766-59.0% | $136,297-74.2% | $70,124-49.8% |
| Participation rate | 42.6% | 74.2%-31.5pp | 81.9%-39.3pp | 69.5%-26.9pp |
| Annual return | 15.64% | 31.45%-15.8pp | 5156.19%-5140.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,771 | $5,051-45.1% | $6,247-55.6% | $3,332-16.8% |
| Admin fee / account holder | $5,482 | $5,420+1.1% | $9,244-40.7% | $4,645+18.0% |