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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 | $117,455 | $183,539-36.0% | $155,556-24.5% | $145,897-19.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.66% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,947 | $5,315-63.4% | $4,675-58.4% | $4,663-58.2% |
| Participant deferral / active EE | $7,176 | $6,467+11.0% | $5,631+27.4% | $6,689+7.3% |
| Admin fee / account holder | $5,991 | $19,275-68.9% | $15,885-62.3% | $13,390-55.3% |