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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 | $225,673-20.7% | $203,872-12.2% | $155,188+15.4% |
| Participation rate | 44.4% | 80.3%-35.9pp | 77.8%-33.4pp | 80.8%-36.4pp |
| Annual return | 14.73% | 95.91%-81.2pp | 85.11%-70.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,446 | $4,099-64.7% | $3,757-61.5% | $4,248-66.0% |
| Participant deferral / active EE | $6,382 | $6,893-7.4% | $6,388-0.1% | $6,531-2.3% |
| Admin fee / account holder | $6,618 | $12,327-46.3% | $11,730-43.6% | $14,480-54.3% |