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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 | $124,760 | $171,492-27.2% | $150,734-17.2% | $198,609-37.2% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 7.95% | 804.70%-796.8pp | 600.81%-592.9pp | 202.70%-194.7pp |
| Employer contribution / active EE | $2,195 | $5,470-59.9% | $4,918-55.4% | $5,055-56.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,913 | $17,628-32.4% | $14,905-20.1% | $19,030-37.4% |