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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 | $98,118 | $107,941-9.1% | $91,994+6.7% | $152,909-35.8% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 19.09% | 89.28%-70.2pp | 69.04%-49.9pp | 345.46%-326.4pp |
| Employer contribution / active EE | $1,949 | $4,212-53.7% | $3,453-43.6% | $4,764-59.1% |
| Participant deferral / active EE | $3,157 | $6,366-50.4% | $5,924-46.7% | $5,851-46.1% |
| Admin fee / account holder | $692 | $10,521-93.4% | $7,744-91.1% | $11,601-94.0% |