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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 | $178,319 | $225,673-21.0% | $203,872-12.5% | $155,188+14.9% |
| Participation rate | 68.8% | 80.3%-11.6pp | 77.8%-9.1pp | 80.8%-12.1pp |
| Annual return | 16.38% | 95.91%-79.5pp | 85.11%-68.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,924 | $4,099-53.1% | $3,757-48.8% | $4,248-54.7% |
| Participant deferral / active EE | $4,004 | $6,893-41.9% | $6,388-37.3% | $6,531-38.7% |
| Admin fee / account holder | $645 | $12,327-94.8% | $11,730-94.5% | $14,480-95.5% |