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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 | $66,123 | $208,088-68.2% | $186,193-64.5% | $154,746-57.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 17.66% | 89.97%-72.3pp | 78.03%-60.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,149 | $4,340-73.5% | $3,918-70.7% | $4,379-73.8% |
| Participant deferral / active EE | $3,973 | $7,078-43.9% | $6,513-39.0% | $6,730-41.0% |
| Admin fee / account holder | $1,009 | $11,698-91.4% | $11,058-90.9% | $14,365-93.0% |