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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 | $101,721 | $166,268-38.8% | $165,100-38.4% | $145,897-30.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.62% | 100.52%-80.9pp | 70.21%-50.6pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,932 | $5,284-63.4% | $4,348-55.6% | $4,663-58.6% |
| Participant deferral / active EE | $4,417 | $6,964-36.6% | $6,035-26.8% | $6,689-34.0% |
| Admin fee / account holder | $5,077 | $16,659-69.5% | $12,696-60.0% | $13,390-62.1% |