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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 | $48,672 | $90,691-46.3% | $76,119-36.1% | $145,884-66.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 10.76% | 624.52%-613.8pp | 361.25%-350.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,139 | $3,329-65.8% | $2,693-57.7% | $4,662-75.6% |
| Participant deferral / active EE | $4,569 | $5,167-11.6% | $4,259+7.3% | $6,690-31.7% |
| Admin fee / account holder | $2,933 | $8,383-65.0% | $6,421-54.3% | $13,392-78.1% |