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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 | $125,582 | $289,211-56.6% | $260,467-51.8% | $198,609-36.8% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 9.15% | 112.90%-103.7pp | 100.60%-91.4pp | 202.70%-193.5pp |
| Employer contribution / active EE | $2,422 | $4,663-48.1% | $4,239-42.9% | $5,055-52.1% |
| Participant deferral / active EE | $2,465 | $6,812-63.8% | $6,319-61.0% | $6,977-64.7% |
| Admin fee / account holder | $3,844 | $16,236-76.3% | $15,461-75.1% | $19,030-79.8% |