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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 | $136,702 | $208,088-34.3% | $186,193-26.6% | $154,746-11.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 20.45% | 89.97%-69.5pp | 78.03%-57.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,392 | $4,340-67.9% | $3,918-64.5% | $4,379-68.2% |
| Participant deferral / active EE | $4,187 | $7,078-40.8% | $6,513-35.7% | $6,730-37.8% |
| Admin fee / account holder | $631 | $11,698-94.6% | $11,058-94.3% | $14,365-95.6% |