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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 | $47,930 | $111,785-57.1% | $93,669-48.8% | $145,877-67.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.09% | 203.79%-194.7pp | 133.59%-124.5pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,846 | $3,096-40.4% | $2,424-23.8% | $4,663-60.4% |
| Participant deferral / active EE | $5,215 | $4,919+6.0% | $4,416+18.1% | $6,691-22.1% |
| Admin fee / account holder | $2,330 | $10,256-77.3% | $8,291-71.9% | $13,402-82.6% |