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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 | $64,704 | $208,088-68.9% | $186,193-65.2% | $154,746-58.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 19.04% | 89.97%-70.9pp | 78.03%-59.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,593 | $4,340-63.3% | $3,918-59.3% | $4,379-63.6% |
| Participant deferral / active EE | $4,472 | $7,078-36.8% | $6,513-31.3% | $6,730-33.6% |
| Admin fee / account holder | $620 | $11,698-94.7% | $11,058-94.4% | $14,365-95.7% |