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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 | $70,974 | $154,754-54.1% | $124,206-42.9% | $138,895-48.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 13.04% | 709.28%-696.2pp | 515.27%-502.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $3,459 | $4,446-22.2% | $3,540-2.3% | $4,194-17.5% |
| Participant deferral / active EE | $5,667 | $4,621+22.6% | $3,968+42.8% | $6,396-11.4% |
| Admin fee / account holder | $19,595 | $6,690+192.9% | $5,929+230.5% | $12,562+56.0% |