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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 | $84,875 | $175,259-51.6% | $149,723-43.3% | $139,487-39.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 24.05% | 166.82%-142.8pp | 134.50%-110.4pp | 373.84%-349.8pp |
| Employer contribution / active EE | $4,019 | $5,478-26.6% | $4,821-16.6% | $4,755-15.5% |
| Participant deferral / active EE | $11,086 | $6,522+70.0% | $5,682+95.1% | $6,713+65.2% |
| Admin fee / account holder | $1,456 | $16,158-91.0% | $13,215-89.0% | $11,407-87.2% |