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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 | $111,336 | $183,539-39.3% | $155,556-28.4% | $145,897-23.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.28% | 61.31%-44.0pp | 64.84%-47.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,228 | $5,315-58.1% | $4,675-52.4% | $4,663-52.2% |
| Participant deferral / active EE | $4,076 | $6,467-37.0% | $5,631-27.6% | $6,689-39.1% |
| Admin fee / account holder | $1,010 | $19,275-94.8% | $15,885-93.6% | $13,390-92.5% |