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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 | $76,468 | $111,785-31.6% | $93,669-18.4% | $145,877-47.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.33% | 203.79%-191.5pp | 133.59%-121.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,902 | $3,096-38.6% | $2,424-21.5% | $4,663-59.2% |
| Participant deferral / active EE | $7,482 | $4,919+52.1% | $4,416+69.4% | $6,691+11.8% |
| Admin fee / account holder | $658 | $10,256-93.6% | $8,291-92.1% | $13,402-95.1% |