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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 | $150,623 | $208,088-27.6% | $186,193-19.1% | $154,746-2.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 17.64% | 89.97%-72.3pp | 78.03%-60.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,680 | $4,340-61.3% | $3,918-57.1% | $4,379-61.6% |
| Participant deferral / active EE | $4,365 | $7,078-38.3% | $6,513-33.0% | $6,730-35.2% |
| Admin fee / account holder | $1,877 | $11,698-84.0% | $11,058-83.0% | $14,365-86.9% |