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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 | $83,031 | $166,089-50.0% | $164,928-49.7% | $145,978-43.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 15.68% | 100.26%-84.6pp | 70.08%-54.4pp | 550.52%-534.8pp |
| Employer contribution / active EE | $2,068 | $5,276-60.8% | $4,343-52.4% | $4,662-55.6% |
| Participant deferral / active EE | $3,912 | $6,961-43.8% | $6,034-35.2% | $6,690-41.5% |
| Admin fee / account holder | $681 | $16,641-95.9% | $12,684-94.6% | $13,400-94.9% |