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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 | $47,359 | $63,346-25.2% | $92,240-48.7% | $70,126-32.5% |
| Participation rate | 52.2% | 68.7%-16.5pp | 76.5%-24.3pp | 69.5%-17.4pp |
| Annual return | 15.43% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,183 | $2,854+46.6% | $3,897+7.3% | $3,332+25.5% |
| Admin fee / account holder | $5,009 | $3,841+30.4% | $5,194-3.6% | $4,645+7.8% |