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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 | $103,155 | $160,028-35.5% | $147,080-29.9% | $145,884-29.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.61% | 98.60%-76.0pp | 420.17%-397.6pp | 551.85%-529.2pp |
| Employer contribution / active EE | $1,450 | $5,286-72.6% | $4,933-70.6% | $4,662-68.9% |
| Participant deferral / active EE | $5,341 | $8,422-36.6% | $8,066-33.8% | $6,690-20.2% |
| Admin fee / account holder | $2,586 | $15,030-82.8% | $12,989-80.1% | $13,392-80.7% |