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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 | $57,484 | $154,754-62.9% | $124,206-53.7% | $138,895-58.6% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 14.37% | 709.28%-694.9pp | 515.27%-500.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,206 | $4,446-72.9% | $3,540-65.9% | $4,194-71.2% |
| Participant deferral / active EE | $7,205 | $4,621+55.9% | $3,968+81.6% | $6,396+12.6% |
| Admin fee / account holder | $6,441 | $6,690-3.7% | $5,929+8.6% | $12,562-48.7% |