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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 | $122,915 | $152,619-19.5% | $125,195-1.8% | $152,909-19.6% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 17.06% | 54.85%-37.8pp | 43.79%-26.7pp | 345.46%-328.4pp |
| Employer contribution / active EE | $1,897 | $4,947-61.7% | $3,866-50.9% | $4,764-60.2% |
| Participant deferral / active EE | $3,945 | $5,869-32.8% | $4,937-20.1% | $5,851-32.6% |
| Admin fee / account holder | $3,400 | $13,437-74.7% | $9,704-65.0% | $11,601-70.7% |