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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 | $116,546 | $208,088-44.0% | $186,193-37.4% | $154,746-24.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 16.48% | 89.97%-73.5pp | 78.03%-61.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,100 | $4,340-51.6% | $3,918-46.4% | $4,379-52.0% |
| Participant deferral / active EE | $2,100 | $7,078-70.3% | $6,513-67.8% | $6,730-68.8% |
| Admin fee / account holder | $1,174 | $11,698-90.0% | $11,058-89.4% | $14,365-91.8% |