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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 | $62,537 | $111,830-44.1% | $93,696-33.3% | $145,884-57.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.70% | 204.08%-192.4pp | 133.74%-122.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,006 | $3,093-35.2% | $2,422-17.2% | $4,662-57.0% |
| Participant deferral / active EE | $8,837 | $4,920+79.6% | $4,417+100.1% | $6,690+32.1% |
| Admin fee / account holder | $3,148 | $10,249-69.3% | $8,287-62.0% | $13,392-76.5% |