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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 | $51,885 | $125,190-58.6% | $105,624-50.9% | $145,897-64.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 14.34% | 225.22%-210.9pp | 116.20%-101.9pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,082 | $3,720-17.2% | $3,168-2.7% | $4,663-33.9% |
| Participant deferral / active EE | $7,237 | $5,716+26.6% | $5,013+44.4% | $6,689+8.2% |
| Admin fee / account holder | $4,140 | $17,138-75.8% | $10,961-62.2% | $13,390-69.1% |