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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 | $107,777 | $157,304-31.5% | $141,197-23.7% | $152,909-29.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 25.92% | 64.34%-38.4pp | 71.41%-45.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $2,675 | $5,263-49.2% | $4,736-43.5% | $4,764-43.8% |
| Participant deferral / active EE | $6,847 | $7,111-3.7% | $6,710+2.0% | $5,851+17.0% |
| Admin fee / account holder | $396 | $12,126-96.7% | $10,265-96.1% | $11,601-96.6% |