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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 | $59,416 | $102,595-42.1% | $94,057-36.8% | $154,746-61.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 14.80% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,456 | $3,147-53.7% | $2,933-50.4% | $4,379-66.8% |
| Participant deferral / active EE | $3,490 | $5,118-31.8% | $4,709-25.9% | $6,730-48.1% |
| Admin fee / account holder | $561 | $7,736-92.7% | $7,244-92.3% | $14,365-96.1% |