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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 | $123,724 | $165,399-25.2% | $149,745-17.4% | $158,982-22.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.24% | 348.34%-334.1pp | 276.72%-262.5pp | 302.99%-288.8pp |
| Employer contribution / active EE | $1,376 | $5,105-73.1% | $4,646-70.4% | $4,763-71.1% |
| Participant deferral / active EE | $6,359 | $7,183-11.5% | $6,843-7.1% | $5,983+6.3% |
| Admin fee / account holder | $4,888 | $10,811-54.8% | $9,312-47.5% | $11,252-56.6% |