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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 | $100,073+75.7% | $85,126+106.6% | $145,877+20.5% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.06% | 84.11%-75.0pp | 66.63%-57.6pp | 551.28%-542.2pp |
| Employer contribution / active EE | $780 | $3,236-75.9% | $2,731-71.4% | $4,663-83.3% |
| Participant deferral / active EE | $2,800 | $5,294-47.1% | $4,523-38.1% | $6,691-58.1% |
| Admin fee / account holder | $12,065 | $7,261+66.2% | $6,160+95.9% | $13,402-10.0% |