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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 | $119,971 | $152,592-21.4% | $125,180-4.2% | $152,885-21.5% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 25.01% | 54.84%-29.8pp | 43.79%-18.8pp | 345.39%-320.4pp |
| Employer contribution / active EE | $1,800 | $4,947-63.6% | $3,866-53.4% | $4,763-62.2% |
| Participant deferral / active EE | $9,000 | $5,868+53.4% | $4,937+82.3% | $5,851+53.8% |
| Admin fee / account holder | $461 | $13,435-96.6% | $9,703-95.2% | $11,598-96.0% |