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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 | $112,688 | $183,516-38.6% | $155,534-27.5% | $145,884-22.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.58% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,560 | $5,315-70.6% | $4,675-66.6% | $4,662-66.5% |
| Participant deferral / active EE | $5,561 | $6,467-14.0% | $5,630-1.2% | $6,690-16.9% |
| Admin fee / account holder | $4,642 | $19,293-75.9% | $15,900-70.8% | $13,392-65.3% |