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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 | $60,562 | $208,088-70.9% | $186,193-67.5% | $154,746-60.9% |
| Participation rate | 35.7% | 80.0%-44.3pp | 77.1%-41.4pp | 80.7%-45.0pp |
| Annual return | 20.68% | 89.97%-69.3pp | 78.03%-57.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $676 | $4,340-84.4% | $3,918-82.7% | $4,379-84.6% |
| Participant deferral / active EE | $4,156 | $7,078-41.3% | $6,513-36.2% | $6,730-38.2% |
| Admin fee / account holder | $448 | $11,698-96.2% | $11,058-96.0% | $14,365-96.9% |