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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 | $94,127 | $165,361-43.1% | $149,715-37.1% | $158,950-40.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.81% | 348.24%-333.4pp | 276.66%-261.9pp | 302.91%-288.1pp |
| Employer contribution / active EE | $1,362 | $5,103-73.3% | $4,645-70.7% | $4,762-71.4% |
| Participant deferral / active EE | $4,888 | $7,182-31.9% | $6,842-28.6% | $5,983-18.3% |
| Admin fee / account holder | $2,734 | $10,808-74.7% | $9,310-70.6% | $11,248-75.7% |