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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 | $55,262 | $105,856-47.8% | $90,161-38.7% | $147,586-62.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 53.07% | 37.63%+15.4pp | 34.89%+18.2pp | 578.59%-525.5pp |
| Employer contribution / active EE | $3,378 | $4,126-18.1% | $3,318+1.8% | $4,876-30.7% |
| Participant deferral / active EE | $10,025 | $5,733+74.9% | $5,287+89.6% | $5,439+84.3% |
| Admin fee / account holder | $23,207 | $8,046+188.4% | $5,943+290.5% | $10,886+113.2% |