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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 | $127,896 | $148,623-13.9% | $135,974-5.9% | $139,466-8.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.59% | 79.30%-57.7pp | 68.30%-46.7pp | 373.66%-352.1pp |
| Employer contribution / active EE | $3,331 | $5,246-36.5% | $4,859-31.4% | $4,754-29.9% |
| Participant deferral / active EE | $4,964 | $8,103-38.7% | $7,760-36.0% | $6,712-26.0% |
| Admin fee / account holder | $568 | $12,406-95.4% | $10,767-94.7% | $11,409-95.0% |