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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 | $124,215 | $171,492-27.6% | $150,734-17.6% | $198,609-37.5% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 17.41% | 804.70%-787.3pp | 600.81%-583.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,821 | $5,470-66.7% | $4,918-63.0% | $5,055-64.0% |
| Participant deferral / active EE | $4,757 | $6,259-24.0% | $5,610-15.2% | $6,977-31.8% |
| Admin fee / account holder | $1,670 | $17,628-90.5% | $14,905-88.8% | $19,030-91.2% |