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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 | $92,331 | $112,933-18.2% | $90,970+1.5% | $158,982-41.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 9.90% | 215.82%-205.9pp | 134.60%-124.7pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,325 | $2,893-54.2% | $2,122-37.6% | $4,763-72.2% |
| Participant deferral / active EE | $2,087 | $4,128-49.4% | $3,373-38.1% | $5,983-65.1% |
| Admin fee / account holder | $11,444 | $8,047+42.2% | $5,961+92.0% | $11,252+1.7% |