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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 | $30,563 | $70,121-56.4% | $63,803-52.1% | $138,895-78.0% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 24.47% | 946.48%-922.0pp | 543.72%-519.2pp | 145.39%-120.9pp |
| Employer contribution / active EE | $4,270 | $2,882+48.1% | $2,532+68.6% | $4,194+1.8% |
| Participant deferral / active EE | $4,770 | $4,535+5.2% | $3,843+24.1% | $6,396-25.4% |
| Admin fee / account holder | $3,417 | $6,738-49.3% | $5,196-34.2% | $12,562-72.8% |