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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 | $52,468 | $102,595-48.9% | $94,057-44.2% | $154,746-66.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 15.28% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,059 | $3,147-66.3% | $2,933-63.9% | $4,379-75.8% |
| Participant deferral / active EE | $1,324 | $5,118-74.1% | $4,709-71.9% | $6,730-80.3% |
| Admin fee / account holder | $632 | $7,736-91.8% | $7,244-91.3% | $14,365-95.6% |