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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 | $117,447 | $152,619-23.0% | $125,195-6.2% | $152,909-23.2% |
| Participation rate | 55.0% | 83.3%-28.3pp | 79.8%-24.8pp | 82.5%-27.5pp |
| Annual return | 35.08% | 54.85%-19.8pp | 43.79%-8.7pp | 345.46%-310.4pp |
| Employer contribution / active EE | $2,062 | $4,947-58.3% | $3,866-46.7% | $4,764-56.7% |
| Participant deferral / active EE | $3,880 | $5,869-33.9% | $4,937-21.4% | $5,851-33.7% |
| Admin fee / account holder | $25,581 | $13,437+90.4% | $9,704+163.6% | $11,601+120.5% |