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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 | $119,684 | $150,412-20.4% | $120,574-0.7% | $145,884-18.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 10.33% | 154.50%-144.2pp | 107.42%-97.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,153 | $4,355-73.5% | $3,471-66.8% | $4,662-75.3% |
| Participant deferral / active EE | $4,864 | $6,175-21.2% | $4,996-2.6% | $6,690-27.3% |
| Admin fee / account holder | $783 | $12,224-93.6% | $9,445-91.7% | $13,392-94.2% |