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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 | $54,946 | $73,421-25.2% | $66,439-17.3% | $155,188-64.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 74.5%-24.5pp | 80.8%-30.8pp |
| Annual return | 15.27% | 1382.37%-1367.1pp | 757.66%-742.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,273 | $3,039-58.1% | $2,637-51.7% | $4,248-70.0% |
| Participant deferral / active EE | $5,143 | $4,680+9.9% | $3,876+32.7% | $6,531-21.3% |
| Admin fee / account holder | $1,618 | $8,856-81.7% | $6,173-73.8% | $14,480-88.8% |