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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 | $106,228 | $225,673-52.9% | $203,872-47.9% | $155,188-31.5% |
| Participation rate | 54.5% | 80.3%-25.8pp | 77.8%-23.3pp | 80.8%-26.3pp |
| Annual return | 16.60% | 95.91%-79.3pp | 85.11%-68.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,494 | $4,099-39.2% | $3,757-33.6% | $4,248-41.3% |
| Participant deferral / active EE | $6,828 | $6,893-0.9% | $6,388+6.9% | $6,531+4.5% |
| Admin fee / account holder | $1,077 | $12,327-91.3% | $11,730-90.8% | $14,480-92.6% |