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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 | $80,323 | $165,399-51.4% | $149,745-46.4% | $158,982-49.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.53% | 348.34%-336.8pp | 276.72%-265.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $1,289 | $5,105-74.7% | $4,646-72.2% | $4,763-72.9% |
| Participant deferral / active EE | $4,341 | $7,183-39.6% | $6,843-36.6% | $5,983-27.5% |
| Admin fee / account holder | $6,693 | $10,811-38.1% | $9,312-28.1% | $11,252-40.5% |