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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 | $77,395 | $80,812-4.2% | $160,784-51.9% | $82,448-6.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 16.19% | 100.59%-84.4pp | 1803.92%-1787.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,107 | $2,174-49.1% | $3,733-70.3% | $2,551-56.6% |
| Participant deferral / active EE | $3,537 | $4,335-18.4% | $6,293-43.8% | $4,139-14.6% |
| Admin fee / account holder | $5,409 | $7,695-29.7% | $9,717-44.3% | $7,234-25.2% |