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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 | $55,026 | $102,595-46.4% | $94,057-41.5% | $154,746-64.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 13.50% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,607 | $3,147-48.9% | $2,933-45.2% | $4,379-63.3% |
| Participant deferral / active EE | $3,715 | $5,118-27.4% | $4,709-21.1% | $6,730-44.8% |
| Admin fee / account holder | $1,790 | $7,736-76.9% | $7,244-75.3% | $14,365-87.5% |