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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 | $50,578 | $102,595-50.7% | $94,057-46.2% | $154,746-67.3% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 15.53% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,489 | $3,147-52.7% | $2,933-49.2% | $4,379-66.0% |
| Participant deferral / active EE | $4,657 | $5,118-9.0% | $4,709-1.1% | $6,730-30.8% |
| Admin fee / account holder | $4,469 | $7,736-42.2% | $7,244-38.3% | $14,365-68.9% |