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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 | $97,256 | $208,088-53.3% | $186,193-47.8% | $154,746-37.2% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 23.17% | 89.97%-66.8pp | 78.03%-54.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $2,079 | $4,340-52.1% | $3,918-46.9% | $4,379-52.5% |
| Participant deferral / active EE | $3,445 | $7,078-51.3% | $6,513-47.1% | $6,730-48.8% |
| Admin fee / account holder | $975 | $11,698-91.7% | $11,058-91.2% | $14,365-93.2% |