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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 | $54,541 | $102,595-46.8% | $94,057-42.0% | $154,746-64.8% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 80.7%-50.7pp |
| Annual return | 17.29% | 583.42%-566.1pp | 480.62%-463.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,403 | $3,147-55.4% | $2,933-52.2% | $4,379-68.0% |
| Participant deferral / active EE | $4,640 | $5,118-9.3% | $4,709-1.5% | $6,730-31.1% |
| Admin fee / account holder | $511 | $7,736-93.4% | $7,244-92.9% | $14,365-96.4% |