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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 | $123,320 | $149,040-17.3% | $120,225+2.6% | $137,256-10.2% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 16.48% | 605.68%-589.2pp | 439.23%-422.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,220 | $4,350-49.0% | $3,475-36.1% | $4,156-46.6% |
| Participant deferral / active EE | $8,880 | $4,655+90.8% | $3,999+122.1% | $6,407+38.6% |
| Admin fee / account holder | $489 | $6,348-92.3% | $5,696-91.4% | $12,270-96.0% |