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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 | $86,780 | $157,304-44.8% | $141,197-38.5% | $152,909-43.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 26.15% | 64.34%-38.2pp | 71.41%-45.3pp | 345.46%-319.3pp |
| Employer contribution / active EE | $2,615 | $5,263-50.3% | $4,736-44.8% | $4,764-45.1% |
| Participant deferral / active EE | $4,718 | $7,111-33.7% | $6,710-29.7% | $5,851-19.4% |
| Admin fee / account holder | $2,497 | $12,126-79.4% | $10,265-75.7% | $11,601-78.5% |