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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 | $66,227 | $101,063-34.5% | $81,473-18.7% | $147,586-55.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 9.22% | 32.41%-23.2pp | 38.78%-29.6pp | 578.59%-569.4pp |
| Employer contribution / active EE | $5,813 | $3,206+81.3% | $2,568+126.4% | $4,876+19.2% |
| Participant deferral / active EE | $8,595 | $4,242+102.6% | $3,537+143.0% | $5,439+58.0% |
| Admin fee / account holder | $402 | $5,812-93.1% | $4,561-91.2% | $10,886-96.3% |