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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 | $80,265 | $166,131-51.7% | $164,975-51.3% | $145,877-45.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.13% | 100.37%-88.2pp | 70.12%-58.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,872 | $5,276-64.5% | $4,343-56.9% | $4,663-59.8% |
| Participant deferral / active EE | $5,409 | $6,962-22.3% | $6,033-10.4% | $6,691-19.2% |
| Admin fee / account holder | $570 | $16,648-96.6% | $12,688-95.5% | $13,402-95.7% |