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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 | $37,152 | $208,088-82.1% | $186,193-80.0% | $154,746-76.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 18.62% | 89.97%-71.3pp | 78.03%-59.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,480 | $4,340-65.9% | $3,918-62.2% | $4,379-66.2% |
| Participant deferral / active EE | $2,588 | $7,078-63.4% | $6,513-60.3% | $6,730-61.5% |
| Admin fee / account holder | $1,459 | $11,698-87.5% | $11,058-86.8% | $14,365-89.8% |