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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 | $125,989 | $232,540-45.8% | $185,117-31.9% | $147,586-14.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 19.58% | 43.03%-23.5pp | 40.50%-20.9pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,072 | $5,195-60.1% | $4,182-50.5% | $4,876-57.5% |
| Participant deferral / active EE | $8,511 | $5,834+45.9% | $5,045+68.7% | $5,439+56.5% |
| Admin fee / account holder | $344 | $10,275-96.6% | $8,159-95.8% | $10,886-96.8% |