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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 | $57,924 | $102,595-43.5% | $94,057-38.4% | $154,746-62.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 26.96% | 583.42%-556.5pp | 480.62%-453.7pp | 172.34%-145.4pp |
| Employer contribution / active EE | $2,228 | $3,147-29.2% | $2,933-24.0% | $4,379-49.1% |
| Participant deferral / active EE | $3,320 | $5,118-35.1% | $4,709-29.5% | $6,730-50.7% |
| Admin fee / account holder | $7,936 | $7,736+2.6% | $7,244+9.5% | $14,365-44.8% |