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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 | $166,131-38.8% | $164,975-38.3% | $145,877-30.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.62% | 100.37%-80.7pp | 70.12%-50.5pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,932 | $5,276-63.4% | $4,343-55.5% | $4,663-58.6% |
| Participant deferral / active EE | $4,417 | $6,962-36.6% | $6,033-26.8% | $6,691-34.0% |
| Admin fee / account holder | $5,077 | $16,648-69.5% | $12,688-60.0% | $13,402-62.1% |