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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 | $81,334 | $157,296-48.3% | $141,191-42.4% | $152,897-46.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.34% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $4,280 | $5,262-18.7% | $4,736-9.6% | $4,764-10.1% |
| Participant deferral / active EE | $5,190 | $7,111-27.0% | $6,710-22.7% | $5,851-11.3% |
| Admin fee / account holder | $475 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |