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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 | $93,472 | $165,584-43.6% | $142,942-34.6% | $137,256-31.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 76.8%-26.8pp | 80.0%-30.0pp |
| Annual return | 14.50% | 164.22%-149.7pp | 113.70%-99.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,125 | $4,725-55.0% | $4,139-48.7% | $4,156-48.9% |
| Participant deferral / active EE | $3,259 | $8,194-60.2% | $7,128-54.3% | $6,407-49.1% |
| Admin fee / account holder | $14,326 | $16,167-11.4% | $12,475+14.8% | $12,270+16.8% |