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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 | $98,980 | $152,592-35.1% | $125,180-20.9% | $152,885-35.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 22.09% | 54.84%-32.7pp | 43.79%-21.7pp | 345.39%-323.3pp |
| Employer contribution / active EE | $2,135 | $4,947-56.8% | $3,866-44.8% | $4,763-55.2% |
| Participant deferral / active EE | $2,242 | $5,868-61.8% | $4,937-54.6% | $5,851-61.7% |
| Admin fee / account holder | $2,054 | $13,435-84.7% | $9,703-78.8% | $11,598-82.3% |