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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 | $104,238 | $226,105-53.9% | $182,540-42.9% | $152,897-31.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 16.86% | 192.58%-175.7pp | 148.58%-131.7pp | 345.43%-328.6pp |
| Employer contribution / active EE | $932 | $4,978-81.3% | $4,076-77.1% | $4,764-80.4% |
| Participant deferral / active EE | $2,251 | $6,370-64.7% | $5,525-59.3% | $5,851-61.5% |
| Admin fee / account holder | $335 | $10,706-96.9% | $8,593-96.1% | $11,599-97.1% |