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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 | $90,614-30.4% | $76,089-17.1% | $145,877-56.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 10.40% | 623.80%-613.4pp | 360.94%-350.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,216 | $3,324-63.4% | $2,690-54.8% | $4,663-73.9% |
| Participant deferral / active EE | $1,807 | $5,168-65.0% | $4,259-57.6% | $6,691-73.0% |
| Admin fee / account holder | $6,277 | $8,376-25.1% | $6,418-2.2% | $13,402-53.2% |