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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 | $46,701 | $208,088-77.6% | $186,193-74.9% | $154,746-69.8% |
| Participation rate | 69.2% | 80.0%-10.8pp | 77.1%-7.9pp | 80.7%-11.5pp |
| Annual return | 12.37% | 89.97%-77.6pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $986 | $4,340-77.3% | $3,918-74.8% | $4,379-77.5% |
| Participant deferral / active EE | $2,371 | $7,078-66.5% | $6,513-63.6% | $6,730-64.8% |
| Admin fee / account holder | $1,070 | $11,698-90.9% | $11,058-90.3% | $14,365-92.6% |