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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 | $87,138 | $115,796-24.7% | $101,264-13.9% | $158,950-45.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 10.99% | 56.15%-45.2pp | 46.48%-35.5pp | 302.91%-291.9pp |
| Employer contribution / active EE | $1,559 | $4,175-62.7% | $3,660-57.4% | $4,762-67.3% |
| Participant deferral / active EE | $3,631 | $4,958-26.8% | $4,370-16.9% | $5,983-39.3% |
| Admin fee / account holder | $3,736 | $7,247-48.4% | $5,947-37.2% | $11,248-66.8% |