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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 | $107,934-9.1% | $91,989+6.7% | $152,870-35.8% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 19.09% | 89.25%-70.2pp | 69.02%-49.9pp | 345.34%-326.2pp |
| Employer contribution / active EE | $1,949 | $4,210-53.7% | $3,452-43.5% | $4,763-59.1% |
| Participant deferral / active EE | $3,157 | $6,364-50.4% | $5,923-46.7% | $5,850-46.0% |
| Admin fee / account holder | $692 | $10,520-93.4% | $7,743-91.1% | $11,597-94.0% |