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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 | $83,002 | $103,008-19.4% | $90,304-8.1% | $152,897-45.7% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.5%-52.5pp |
| Annual return | 23.50% | 95.22%-71.7pp | 78.13%-54.6pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,267 | $3,139-59.6% | $2,855-55.6% | $4,764-73.4% |
| Participant deferral / active EE | $2,467 | $4,281-42.4% | $3,885-36.5% | $5,851-57.8% |
| Admin fee / account holder | $14,705 | $6,175+138.2% | $5,354+174.7% | $11,599+26.8% |