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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 | $111,077 | $157,296-29.4% | $141,191-21.3% | $152,897-27.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 17.95% | 64.34%-46.4pp | 71.41%-53.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $1,553 | $5,262-70.5% | $4,736-67.2% | $4,764-67.4% |
| Participant deferral / active EE | $3,515 | $7,111-50.6% | $6,710-47.6% | $5,851-39.9% |
| Admin fee / account holder | $2,042 | $12,125-83.2% | $10,264-80.1% | $11,599-82.4% |