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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 | $225,673-63.8% | $203,872-59.9% | $155,188-47.3% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 15.53% | 95.91%-80.4pp | 85.11%-69.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,589 | $4,099-61.2% | $3,757-57.7% | $4,248-62.6% |
| Participant deferral / active EE | $3,696 | $6,893-46.4% | $6,388-42.1% | $6,531-43.4% |
| Admin fee / account holder | $2,933 | $12,327-76.2% | $11,730-75.0% | $14,480-79.7% |