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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 | $131,003 | $225,673-42.0% | $203,872-35.7% | $155,188-15.6% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 16.64% | 95.91%-79.3pp | 85.11%-68.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,519 | $4,099-62.9% | $3,757-59.6% | $4,248-64.2% |
| Participant deferral / active EE | $4,295 | $6,893-37.7% | $6,388-32.8% | $6,531-34.2% |
| Admin fee / account holder | $1,260 | $12,327-89.8% | $11,730-89.3% | $14,480-91.3% |