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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 | $131,242 | $183,592-28.5% | $155,574-15.6% | $145,877-10.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 32.34% | 61.37%-29.0pp | 64.87%-32.5pp | 551.28%-518.9pp |
| Employer contribution / active EE | $2,060 | $5,317-61.3% | $4,676-55.9% | $4,663-55.8% |
| Participant deferral / active EE | $4,558 | $6,466-29.5% | $5,629-19.0% | $6,691-31.9% |
| Admin fee / account holder | $22,406 | $19,316+16.0% | $15,914+40.8% | $13,402+67.2% |