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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 | $52,465 | $96,678-45.7% | $86,640-39.4% | $139,466-62.4% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.2pp | 80.3%-24.8pp |
| Annual return | 11.52% | 106.69%-95.2pp | 592.52%-581.0pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,384 | $3,265-57.6% | $3,024-54.3% | $4,754-70.9% |
| Participant deferral / active EE | $2,822 | $4,837-41.6% | $4,438-36.4% | $6,712-58.0% |
| Admin fee / account holder | $7,677 | $6,410+19.8% | $5,616+36.7% | $11,409-32.7% |