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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 | $114,016 | $183,539-37.9% | $155,556-26.7% | $145,897-21.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.72% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,161 | $5,315-59.3% | $4,675-53.8% | $4,663-53.7% |
| Participant deferral / active EE | $6,896 | $6,467+6.6% | $5,631+22.5% | $6,689+3.1% |
| Admin fee / account holder | $599 | $19,275-96.9% | $15,885-96.2% | $13,390-95.5% |