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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 | $55,571 | $73,518-24.4% | $63,003-11.8% | $147,585-62.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 17.06% | 175.46%-158.4pp | 87.59%-70.5pp | 578.57%-561.5pp |
| Employer contribution / active EE | $1,696 | $3,322-48.9% | $2,760-38.5% | $4,876-65.2% |
| Participant deferral / active EE | $989 | $4,183-76.4% | $3,329-70.3% | $5,439-81.8% |
| Admin fee / account holder | $2,739 | $5,952-54.0% | $3,600-23.9% | $10,885-74.8% |