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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 | $111,649 | $162,529-31.3% | $130,788-14.6% | $154,746-27.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 21.57% | 510.48%-488.9pp | 386.44%-364.9pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,389 | $4,447-46.3% | $3,558-32.9% | $4,379-45.5% |
| Participant deferral / active EE | $3,936 | $4,808-18.1% | $4,137-4.9% | $6,730-41.5% |
| Admin fee / account holder | $429 | $7,669-94.4% | $6,673-93.6% | $14,365-97.0% |