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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 | $139,753 | $183,592-23.9% | $155,574-10.2% | $145,877-4.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.39% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,343 | $5,317-55.9% | $4,676-49.9% | $4,663-49.8% |
| Participant deferral / active EE | $4,755 | $6,466-26.5% | $5,629-15.5% | $6,691-28.9% |
| Admin fee / account holder | $3,375 | $19,316-82.5% | $15,914-78.8% | $13,402-74.8% |