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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 | $95,954 | $103,038-6.9% | $90,324+6.2% | $152,909-37.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 16.54% | 95.25%-78.7pp | 78.15%-61.6pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,623 | $3,141-48.3% | $2,856-43.2% | $4,764-65.9% |
| Participant deferral / active EE | $3,727 | $4,282-13.0% | $3,885-4.1% | $5,851-36.3% |
| Admin fee / account holder | $914 | $6,177-85.2% | $5,356-82.9% | $11,601-92.1% |