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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 | $49,475 | $112,121-55.9% | $95,960-48.4% | $158,966-68.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 18.86% | 171.16%-152.3pp | 91.63%-72.8pp | 302.95%-284.1pp |
| Employer contribution / active EE | $3,319 | $3,199+3.7% | $2,541+30.6% | $4,762-30.3% |
| Participant deferral / active EE | $9,489 | $4,784+98.3% | $4,167+127.7% | $5,983+58.6% |
| Admin fee / account holder | $1,496 | $10,135-85.2% | $6,797-78.0% | $11,250-86.7% |