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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 | $51,203 | $118,869-56.9% | $96,575-47.0% | $167,518-69.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 13.47% | 50.49%-37.0pp | 37.79%-24.3pp | 478.71%-465.2pp |
| Employer contribution / active EE | $3,027 | $3,120-3.0% | $2,357+28.4% | $4,838-37.4% |
| Participant deferral / active EE | $11,546 | $4,616+150.1% | $3,849+200.0% | $6,342+82.1% |
| Admin fee / account holder | $1,174 | $8,067-85.4% | $6,182-81.0% | $12,312-90.5% |