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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 | $28,089 | $208,088-86.5% | $186,193-84.9% | $154,746-81.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 22.01% | 89.97%-68.0pp | 78.03%-56.0pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,201 | $4,340-72.3% | $3,918-69.4% | $4,379-72.6% |
| Participant deferral / active EE | $6,575 | $7,078-7.1% | $6,513+0.9% | $6,730-2.3% |
| Admin fee / account holder | $306 | $11,698-97.4% | $11,058-97.2% | $14,365-97.9% |