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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 | $61,910 | $102,595-39.7% | $94,057-34.2% | $154,746-60.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 15.86% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,575 | $3,147-50.0% | $2,933-46.3% | $4,379-64.0% |
| Participant deferral / active EE | $4,669 | $5,118-8.8% | $4,709-0.9% | $6,730-30.6% |
| Admin fee / account holder | $5,058 | $7,736-34.6% | $7,244-30.2% | $14,365-64.8% |