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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 | $108,953 | $208,088-47.6% | $186,193-41.5% | $154,746-29.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 10.11% | 89.97%-79.9pp | 78.03%-67.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,322 | $4,340-69.5% | $3,918-66.3% | $4,379-69.8% |
| Participant deferral / active EE | $1,700 | $7,078-76.0% | $6,513-73.9% | $6,730-74.7% |
| Admin fee / account holder | $719 | $11,698-93.9% | $11,058-93.5% | $14,365-95.0% |