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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 | $129,265 | $225,673-42.7% | $203,872-36.6% | $155,188-16.7% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 16.89% | 95.91%-79.0pp | 85.11%-68.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,651 | $4,099-59.7% | $3,757-56.1% | $4,248-61.1% |
| Participant deferral / active EE | $4,713 | $6,893-31.6% | $6,388-26.2% | $6,531-27.8% |
| Admin fee / account holder | $7,198 | $12,327-41.6% | $11,730-38.6% | $14,480-50.3% |