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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 | $111,814-24.1% | $93,654-9.4% | $145,959-41.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 7.95% | 203.30%-195.3pp | 133.34%-125.4pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,890 | $3,092-38.9% | $2,421-21.9% | $4,661-59.4% |
| Participant deferral / active EE | $5,854 | $4,914+19.1% | $4,413+32.6% | $6,689-12.5% |
| Admin fee / account holder | $4,631 | $10,246-54.8% | $8,282-44.1% | $13,398-65.4% |