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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 | $79,343 | $102,595-22.7% | $94,057-15.6% | $154,746-48.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 17.41% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,005 | $3,147-68.1% | $2,933-65.7% | $4,379-77.1% |
| Participant deferral / active EE | $4,267 | $5,118-16.6% | $4,709-9.4% | $6,730-36.6% |
| Admin fee / account holder | $3,466 | $7,736-55.2% | $7,244-52.2% | $14,365-75.9% |