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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 | $101,916 | $115,810-12.0% | $101,271+0.6% | $158,966-35.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 20.01% | 56.15%-36.1pp | 46.48%-26.5pp | 302.95%-282.9pp |
| Employer contribution / active EE | $1,244 | $4,175-70.2% | $3,660-66.0% | $4,762-73.9% |
| Participant deferral / active EE | $3,945 | $4,958-20.4% | $4,371-9.7% | $5,983-34.1% |
| Admin fee / account holder | $697 | $7,248-90.4% | $5,948-88.3% | $11,250-93.8% |