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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 | $118,584 | $183,627-35.4% | $155,602-23.8% | $145,978-18.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.47% | 61.32%-44.8pp | 64.81%-48.3pp | 550.52%-534.1pp |
| Employer contribution / active EE | $1,849 | $5,316-65.2% | $4,675-60.5% | $4,662-60.3% |
| Participant deferral / active EE | $7,664 | $6,466+18.5% | $5,629+36.2% | $6,690+14.6% |
| Admin fee / account holder | $421 | $19,327-97.8% | $15,923-97.4% | $13,400-96.9% |