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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 | $83,139 | $100,073-16.9% | $85,126-2.3% | $145,877-43.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.38% | 84.11%-74.7pp | 66.63%-57.3pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,971 | $3,236-39.1% | $2,731-27.9% | $4,663-57.7% |
| Participant deferral / active EE | $6,132 | $5,294+15.8% | $4,523+35.6% | $6,691-8.4% |
| Admin fee / account holder | $2,111 | $7,261-70.9% | $6,160-65.7% | $13,402-84.3% |