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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 | $81,799 | $208,088-60.7% | $186,193-56.1% | $154,746-47.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 15.53% | 89.97%-74.4pp | 78.03%-62.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,589 | $4,340-63.4% | $3,918-59.4% | $4,379-63.7% |
| Participant deferral / active EE | $3,696 | $7,078-47.8% | $6,513-43.3% | $6,730-45.1% |
| Admin fee / account holder | $2,933 | $11,698-74.9% | $11,058-73.5% | $14,365-79.6% |