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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 | $41,089 | $102,595-59.9% | $94,057-56.3% | $154,746-73.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 19.76% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,416 | $3,147-23.2% | $2,933-17.6% | $4,379-44.8% |
| Participant deferral / active EE | $6,264 | $5,118+22.4% | $4,709+33.0% | $6,730-6.9% |
| Admin fee / account holder | $4,019 | $7,736-48.1% | $7,244-44.5% | $14,365-72.0% |