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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 | $83,844 | $148,629-43.6% | $135,982-38.3% | $139,487-39.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 88.40% | 79.33%+9.1pp | 68.32%+20.1pp | 373.84%-285.4pp |
| Employer contribution / active EE | $2,323 | $5,247-55.7% | $4,859-52.2% | $4,755-51.2% |
| Participant deferral / active EE | $3,505 | $8,102-56.7% | $7,760-54.8% | $6,713-47.8% |
| Admin fee / account holder | $10,148 | $12,406-18.2% | $10,767-5.7% | $11,407-11.0% |