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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 | $126,402 | $208,088-39.3% | $186,193-32.1% | $154,746-18.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 15.55% | 89.97%-74.4pp | 78.03%-62.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,734 | $4,340-60.1% | $3,918-55.8% | $4,379-60.4% |
| Participant deferral / active EE | $5,484 | $7,078-22.5% | $6,513-15.8% | $6,730-18.5% |
| Admin fee / account holder | $1,247 | $11,698-89.3% | $11,058-88.7% | $14,365-91.3% |