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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 | $107,018 | $148,623-28.0% | $135,974-21.3% | $139,466-23.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.68% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,581 | $5,246-69.9% | $4,859-67.5% | $4,754-66.8% |
| Participant deferral / active EE | $5,571 | $8,103-31.2% | $7,760-28.2% | $6,712-17.0% |
| Admin fee / account holder | $3,592 | $12,406-71.0% | $10,767-66.6% | $11,409-68.5% |