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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 | $112,429 | $157,296-28.5% | $141,191-20.4% | $152,897-26.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.52% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,216 | $5,262-57.9% | $4,736-53.2% | $4,764-53.5% |
| Participant deferral / active EE | $8,783 | $7,111+23.5% | $6,710+30.9% | $5,851+50.1% |
| Admin fee / account holder | $973 | $12,125-92.0% | $10,264-90.5% | $11,599-91.6% |