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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 | $84,009 | $129,737-35.2% | $119,126-29.5% | $154,746-45.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 10.58% | 379.08%-368.5pp | 282.11%-271.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $3,152 | $4,375-28.0% | $4,034-21.9% | $4,379-28.0% |
| Participant deferral / active EE | $5,821 | $5,842-0.4% | $5,318+9.5% | $6,730-13.5% |
| Admin fee / account holder | $3,500 | $11,961-70.7% | $10,693-67.3% | $14,365-75.6% |