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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 | $116,553 | $148,623-21.6% | $135,974-14.3% | $139,466-16.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.65% | 79.30%-63.6pp | 68.30%-52.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $3,340 | $5,246-36.3% | $4,859-31.3% | $4,754-29.7% |
| Participant deferral / active EE | $5,256 | $8,103-35.1% | $7,760-32.3% | $6,712-21.7% |
| Admin fee / account holder | $13,015 | $12,406+4.9% | $10,767+20.9% | $11,409+14.1% |