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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 | $116,344 | $99,079+17.4% | $78,002+49.2% | $273,972-57.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 7.08% | 217.93%-210.9pp | 425.99%-418.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,788 | $3,308-45.9% | $2,470-27.6% | $4,869-63.3% |
| Participant deferral / active EE | $4,437 | $4,306+3.0% | $3,497+26.9% | $5,287-16.1% |
| Admin fee / account holder | $4,886 | $8,954-45.4% | $5,481-10.9% | $10,133-51.8% |