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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 | $116,211 | $208,088-44.2% | $186,193-37.6% | $154,746-24.9% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.1%-37.1pp | 80.7%-40.7pp |
| Annual return | 20.79% | 89.97%-69.2pp | 78.03%-57.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,255 | $4,340-48.0% | $3,918-42.4% | $4,379-48.5% |
| Participant deferral / active EE | $5,538 | $7,078-21.8% | $6,513-15.0% | $6,730-17.7% |
| Admin fee / account holder | $431 | $11,698-96.3% | $11,058-96.1% | $14,365-97.0% |