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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 | $60,267 | $102,595-41.3% | $94,057-35.9% | $154,746-61.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 19.22% | 583.42%-564.2pp | 480.62%-461.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,421 | $3,147-23.1% | $2,933-17.5% | $4,379-44.7% |
| Participant deferral / active EE | $5,887 | $5,118+15.0% | $4,709+25.0% | $6,730-12.5% |
| Admin fee / account holder | $11,831 | $7,736+52.9% | $7,244+63.3% | $14,365-17.6% |