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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 | $206,842 | $289,211-28.5% | $260,467-20.6% | $198,609+4.1% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 18.68% | 112.90%-94.2pp | 100.60%-81.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,200 | $4,663-74.3% | $4,239-71.7% | $5,055-76.3% |
| Participant deferral / active EE | $8,400 | $6,812+23.3% | $6,319+32.9% | $6,977+20.4% |
| Admin fee / account holder | $2,875 | $16,236-82.3% | $15,461-81.4% | $19,030-84.9% |