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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 | $80,618 | $103,000-21.7% | $90,300-10.7% | $152,885-47.3% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.5%-35.1pp |
| Annual return | 23.79% | 95.19%-71.4pp | 78.11%-54.3pp | 345.39%-321.6pp |
| Employer contribution / active EE | $1,450 | $3,138-53.8% | $2,854-49.2% | $4,763-69.6% |
| Participant deferral / active EE | $3,980 | $4,281-7.0% | $3,884+2.5% | $5,851-32.0% |
| Admin fee / account holder | $7,386 | $6,173+19.6% | $5,353+38.0% | $11,598-36.3% |