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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 | $133,299 | $148,623-10.3% | $135,974-2.0% | $139,466-4.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.01% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.7pp |
| Employer contribution / active EE | $3,000 | $5,246-42.8% | $4,859-38.3% | $4,754-36.9% |
| Participant deferral / active EE | $7,500 | $8,103-7.4% | $7,760-3.4% | $6,712+11.7% |
| Admin fee / account holder | $509 | $12,406-95.9% | $10,767-95.3% | $11,409-95.5% |