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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 | $85,436 | $111,878-23.6% | $93,727-8.8% | $145,897-41.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.43% | 204.28%-192.8pp | 133.83%-122.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,393 | $3,092-54.9% | $2,421-42.5% | $4,663-70.1% |
| Participant deferral / active EE | $2,757 | $4,920-44.0% | $4,417-37.6% | $6,689-58.8% |
| Admin fee / account holder | $13,971 | $10,256+36.2% | $8,292+68.5% | $13,390+4.3% |