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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 | $175,841 | $100,139+75.6% | $85,187+106.4% | $145,884+20.5% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.06% | 84.15%-75.1pp | 66.67%-57.6pp | 551.85%-542.8pp |
| Employer contribution / active EE | $780 | $3,238-75.9% | $2,732-71.5% | $4,662-83.3% |
| Participant deferral / active EE | $2,800 | $5,296-47.1% | $4,525-38.1% | $6,690-58.1% |
| Admin fee / account holder | $12,065 | $7,262+66.1% | $6,162+95.8% | $13,392-9.9% |