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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 | $118,036 | $165,399-28.6% | $149,745-21.2% | $158,982-25.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.54% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.4pp |
| Employer contribution / active EE | $3,105 | $5,105-39.2% | $4,646-33.2% | $4,763-34.8% |
| Participant deferral / active EE | $6,306 | $7,183-12.2% | $6,843-7.8% | $5,983+5.4% |
| Admin fee / account holder | $2,167 | $10,811-80.0% | $9,312-76.7% | $11,252-80.7% |