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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 | $52,236 | $111,830-53.3% | $93,696-44.2% | $145,884-64.2% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.4pp |
| Annual return | 8.36% | 204.08%-195.7pp | 133.74%-125.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,417 | $3,093-54.2% | $2,422-41.5% | $4,662-69.6% |
| Participant deferral / active EE | $3,458 | $4,920-29.7% | $4,417-21.7% | $6,690-48.3% |
| Admin fee / account holder | $42,274 | $10,249+312.5% | $8,287+410.1% | $13,392+215.7% |