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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 | $131,818 | $166,268-20.7% | $165,100-20.2% | $145,897-9.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 22.16% | 100.52%-78.4pp | 70.21%-48.1pp | 552.29%-530.1pp |
| Employer contribution / active EE | $1,222 | $5,284-76.9% | $4,348-71.9% | $4,663-73.8% |
| Participant deferral / active EE | $4,255 | $6,964-38.9% | $6,035-29.5% | $6,689-36.4% |
| Admin fee / account holder | $3,576 | $16,659-78.5% | $12,696-71.8% | $13,390-73.3% |