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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 | $119,907 | $225,673-46.9% | $203,872-41.2% | $155,188-22.7% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 10.28% | 95.91%-85.6pp | 85.11%-74.8pp | 148.84%-138.6pp |
| Employer contribution / active EE | $1,077 | $4,099-73.7% | $3,757-71.3% | $4,248-74.6% |
| Participant deferral / active EE | $3,206 | $6,893-53.5% | $6,388-49.8% | $6,531-50.9% |
| Admin fee / account holder | $9,762 | $12,327-20.8% | $11,730-16.8% | $14,480-32.6% |