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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 | $84,856 | $111,878-24.2% | $93,727-9.5% | $145,897-41.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 7.95% | 204.28%-196.3pp | 133.83%-125.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,890 | $3,092-38.9% | $2,421-21.9% | $4,663-59.5% |
| Participant deferral / active EE | $5,854 | $4,920+19.0% | $4,417+32.5% | $6,689-12.5% |
| Admin fee / account holder | $4,631 | $10,256-54.8% | $8,292-44.2% | $13,390-65.4% |