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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 | $59,554 | $102,595-42.0% | $94,057-36.7% | $154,746-61.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 17.87% | 583.42%-565.5pp | 480.62%-462.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,239 | $3,147-60.6% | $2,933-57.7% | $4,379-71.7% |
| Participant deferral / active EE | $4,967 | $5,118-3.0% | $4,709+5.5% | $6,730-26.2% |
| Admin fee / account holder | $1,501 | $7,736-80.6% | $7,244-79.3% | $14,365-89.6% |