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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 | $121,564 | $162,821-25.3% | $133,978-9.3% | $158,982-23.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 27.78% | 41.95%-14.2pp | 45.10%-17.3pp | 302.99%-275.2pp |
| Employer contribution / active EE | $8,050 | $4,976+61.8% | $3,919+105.4% | $4,763+69.0% |
| Participant deferral / active EE | $8,400 | $5,910+42.1% | $5,047+66.4% | $5,983+40.4% |
| Admin fee / account holder | $407 | $11,742-96.5% | $8,930-95.4% | $11,252-96.4% |