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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 | $179,032 | $208,088-14.0% | $186,193-3.8% | $154,746+15.7% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.1%-32.7pp | 80.7%-36.3pp |
| Annual return | 14.73% | 89.97%-75.2pp | 78.03%-63.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,446 | $4,340-66.7% | $3,918-63.1% | $4,379-67.0% |
| Participant deferral / active EE | $6,382 | $7,078-9.8% | $6,513-2.0% | $6,730-5.2% |
| Admin fee / account holder | $6,618 | $11,698-43.4% | $11,058-40.2% | $14,365-53.9% |