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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 | $63,111 | $90,530-30.3% | $76,030-17.0% | $145,897-56.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 10.40% | 625.08%-614.7pp | 361.54%-351.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,216 | $3,319-63.4% | $2,688-54.8% | $4,663-73.9% |
| Participant deferral / active EE | $1,807 | $5,164-65.0% | $4,257-57.6% | $6,689-73.0% |
| Admin fee / account holder | $6,277 | $8,383-25.1% | $6,421-2.2% | $13,390-53.1% |