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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 | $82,421 | $208,088-60.4% | $186,193-55.7% | $154,746-46.7% |
| Participation rate | 58.8% | 80.0%-21.2pp | 77.1%-18.3pp | 80.7%-21.9pp |
| Annual return | 13.56% | 89.97%-76.4pp | 78.03%-64.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,278 | $4,340-47.5% | $3,918-41.9% | $4,379-48.0% |
| Participant deferral / active EE | $3,395 | $7,078-52.0% | $6,513-47.9% | $6,730-49.6% |
| Admin fee / account holder | $370 | $11,698-96.8% | $11,058-96.7% | $14,365-97.4% |