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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 | $41,670 | $112,121-62.8% | $95,960-56.6% | $158,966-73.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 17.44% | 171.16%-153.7pp | 91.63%-74.2pp | 302.95%-285.5pp |
| Employer contribution / active EE | $1,136 | $3,199-64.5% | $2,541-55.3% | $4,762-76.1% |
| Participant deferral / active EE | $2,763 | $4,784-42.3% | $4,167-33.7% | $5,983-53.8% |
| Admin fee / account holder | $2,623 | $10,135-74.1% | $6,797-61.4% | $11,250-76.7% |