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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 | $167,030-33.2% | $135,768-17.8% | $155,188-28.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 21.57% | 678.39%-656.8pp | 526.10%-504.5pp | 148.84%-127.3pp |
| Employer contribution / active EE | $2,389 | $4,132-42.2% | $3,394-29.6% | $4,248-43.8% |
| Participant deferral / active EE | $3,936 | $4,528-13.1% | $3,977-1.0% | $6,531-39.7% |
| Admin fee / account holder | $429 | $8,172-94.7% | $7,048-93.9% | $14,480-97.0% |