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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 | $154,754-20.3% | $124,206-0.7% | $138,895-11.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 16.48% | 709.28%-692.8pp | 515.27%-498.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,220 | $4,446-50.1% | $3,540-37.3% | $4,194-47.1% |
| Participant deferral / active EE | $8,880 | $4,621+92.2% | $3,968+123.8% | $6,396+38.8% |
| Admin fee / account holder | $489 | $6,690-92.7% | $5,929-91.8% | $12,562-96.1% |