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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 | $124,646 | $103,038+21.0% | $90,324+38.0% | $152,909-18.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 27.50% | 95.25%-67.8pp | 78.15%-50.6pp | 345.46%-318.0pp |
| Employer contribution / active EE | $1,037 | $3,141-67.0% | $2,856-63.7% | $4,764-78.2% |
| Participant deferral / active EE | $3,086 | $4,282-27.9% | $3,885-20.6% | $5,851-47.3% |
| Admin fee / account holder | $412 | $6,177-93.3% | $5,356-92.3% | $11,601-96.4% |