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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 | $34,354 | $90,617-62.1% | $79,476-56.8% | $135,382-74.6% |
| Participation rate | 50.0% | 76.1%-26.1pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 6.22% | 977.57%-971.4pp | 718.21%-712.0pp | 519.77%-513.6pp |
| Employer contribution / active EE | $6,184 | $3,068+101.6% | $2,800+120.8% | $4,779+29.4% |
| Participant deferral / active EE | $7,536 | $4,050+86.0% | $3,704+103.4% | $5,609+34.3% |
| Admin fee / account holder | $4,490 | $5,907-24.0% | $5,113-12.2% | $10,829-58.5% |