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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 | $115,307 | $166,268-30.7% | $165,100-30.2% | $145,897-21.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.48% | 100.52%-81.0pp | 70.21%-50.7pp | 552.29%-532.8pp |
| Employer contribution / active EE | $1,820 | $5,284-65.6% | $4,348-58.1% | $4,663-61.0% |
| Participant deferral / active EE | $6,849 | $6,964-1.7% | $6,035+13.5% | $6,689+2.4% |
| Admin fee / account holder | $5,483 | $16,659-67.1% | $12,696-56.8% | $13,390-59.1% |