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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 | $29,916 | $111,787-73.2% | $93,681-68.1% | $145,978-79.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 14.83% | 203.52%-188.7pp | 133.47%-118.6pp | 550.52%-535.7pp |
| Employer contribution / active EE | $2,134 | $3,093-31.0% | $2,422-11.9% | $4,662-54.2% |
| Participant deferral / active EE | $4,088 | $4,918-16.9% | $4,415-7.4% | $6,690-38.9% |
| Admin fee / account holder | $1,728 | $10,256-83.1% | $8,290-79.2% | $13,400-87.1% |