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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 | $41,151 | $96,691-57.4% | $86,656-52.5% | $139,487-70.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.37% | 106.87%-89.5pp | 593.09%-575.7pp | 373.84%-356.5pp |
| Employer contribution / active EE | $2,529 | $3,267-22.6% | $3,025-16.4% | $4,755-46.8% |
| Participant deferral / active EE | $3,103 | $4,838-35.9% | $4,439-30.1% | $6,713-53.8% |
| Admin fee / account holder | $8,186 | $6,414+27.6% | $5,619+45.7% | $11,407-28.2% |