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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 | $94,497 | $208,088-54.6% | $186,193-49.2% | $154,746-38.9% |
| Participation rate | 63.6% | 80.0%-16.4pp | 77.1%-13.5pp | 80.7%-17.1pp |
| Annual return | 12.39% | 89.97%-77.6pp | 78.03%-65.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,418 | $4,340-67.3% | $3,918-63.8% | $4,379-67.6% |
| Participant deferral / active EE | $1,661 | $7,078-76.5% | $6,513-74.5% | $6,730-75.3% |
| Admin fee / account holder | $10,224 | $11,698-12.6% | $11,058-7.5% | $14,365-28.8% |