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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 | $100,039 | $107,353-6.8% | $92,903+7.7% | $152,885-34.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 24.82% | 145.62%-120.8pp | 109.43%-84.6pp | 345.39%-320.6pp |
| Employer contribution / active EE | $1,722 | $4,222-59.2% | $3,653-52.9% | $4,763-63.8% |
| Participant deferral / active EE | $2,240 | $4,848-53.8% | $4,238-47.1% | $5,851-61.7% |
| Admin fee / account holder | $11,531 | $7,081+62.8% | $5,795+99.0% | $11,598-0.6% |