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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 | $47,619 | $76,368-37.6% | $67,681-29.6% | $154,746-69.2% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 12.42% | 1066.77%-1054.4pp | 590.58%-578.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,806 | $3,151-42.7% | $2,678-32.6% | $4,379-58.8% |
| Participant deferral / active EE | $3,678 | $4,824-23.7% | $3,976-7.5% | $6,730-45.3% |
| Admin fee / account holder | $12,668 | $8,559+48.0% | $6,100+107.7% | $14,365-11.8% |