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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 | $69,583 | $165,381-57.9% | $149,730-53.5% | $158,966-56.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 33.08% | 348.29%-315.2pp | 276.70%-243.6pp | 302.95%-269.9pp |
| Employer contribution / active EE | $3,654 | $5,104-28.4% | $4,645-21.3% | $4,762-23.3% |
| Participant deferral / active EE | $10,500 | $7,182+46.2% | $6,843+53.4% | $5,983+75.5% |
| Admin fee / account holder | $397 | $10,809-96.3% | $9,310-95.7% | $11,250-96.5% |