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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 | $85,358 | $225,673-62.2% | $203,872-58.1% | $155,188-45.0% |
| Participation rate | 46.7% | 80.3%-33.6pp | 77.8%-31.1pp | 80.8%-34.1pp |
| Annual return | 17.01% | 95.91%-78.9pp | 85.11%-68.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,553 | $4,099-62.1% | $3,757-58.7% | $4,248-63.4% |
| Participant deferral / active EE | $6,016 | $6,893-12.7% | $6,388-5.8% | $6,531-7.9% |
| Admin fee / account holder | $3,166 | $12,327-74.3% | $11,730-73.0% | $14,480-78.1% |