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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 | $85,147 | $148,582-42.7% | $135,942-37.4% | $139,456-38.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.28% | 79.26%-61.0pp | 68.28%-50.0pp | 373.45%-355.2pp |
| Employer contribution / active EE | $1,900 | $5,245-63.8% | $4,858-60.9% | $4,753-60.0% |
| Participant deferral / active EE | $6,574 | $8,101-18.9% | $7,759-15.3% | $6,711-2.0% |
| Admin fee / account holder | $10,466 | $12,402-15.6% | $10,764-2.8% | $11,407-8.2% |