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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 | $88,119 | $183,516-52.0% | $155,534-43.3% | $145,884-39.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.20% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,418 | $5,315-54.5% | $4,675-48.3% | $4,662-48.1% |
| Participant deferral / active EE | $9,750 | $6,467+50.8% | $5,630+73.2% | $6,690+45.7% |
| Admin fee / account holder | $1,210 | $19,293-93.7% | $15,900-92.4% | $13,392-91.0% |