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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 | $51,765 | $90,614-42.9% | $76,089-32.0% | $145,877-64.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 11.98% | 623.80%-611.8pp | 360.94%-349.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,748 | $3,324-17.3% | $2,690+2.2% | $4,663-41.1% |
| Participant deferral / active EE | $7,832 | $5,168+51.5% | $4,259+83.9% | $6,691+17.1% |
| Admin fee / account holder | $3,950 | $8,376-52.8% | $6,418-38.5% | $13,402-70.5% |