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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 | $103,871 | $165,361-37.2% | $149,715-30.6% | $158,950-34.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.55% | 348.24%-329.7pp | 276.66%-258.1pp | 302.91%-284.4pp |
| Employer contribution / active EE | $2,571 | $5,103-49.6% | $4,645-44.6% | $4,762-46.0% |
| Participant deferral / active EE | $6,341 | $7,182-11.7% | $6,842-7.3% | $5,983+6.0% |
| Admin fee / account holder | $31,802 | $10,808+194.2% | $9,310+241.6% | $11,248+182.7% |