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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 | $112,107 | $157,296-28.7% | $141,191-20.6% | $152,897-26.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 29.89% | 64.34%-34.5pp | 71.41%-41.5pp | 345.43%-315.5pp |
| Employer contribution / active EE | $4,095 | $5,262-22.2% | $4,736-13.5% | $4,764-14.0% |
| Participant deferral / active EE | $7,320 | $7,111+2.9% | $6,710+9.1% | $5,851+25.1% |
| Admin fee / account holder | $4,812 | $12,125-60.3% | $10,264-53.1% | $11,599-58.5% |