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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 | $76,320 | $157,296-51.5% | $141,191-45.9% | $152,897-50.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.72% | 64.34%-45.6pp | 71.41%-52.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $2,394 | $5,262-54.5% | $4,736-49.5% | $4,764-49.8% |
| Participant deferral / active EE | $5,194 | $7,111-27.0% | $6,710-22.6% | $5,851-11.2% |
| Admin fee / account holder | $4,523 | $12,125-62.7% | $10,264-55.9% | $11,599-61.0% |