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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 | $63,285 | $208,088-69.6% | $186,193-66.0% | $154,746-59.1% |
| Participation rate | 68.8% | 80.0%-11.2pp | 77.1%-8.4pp | 80.7%-12.0pp |
| Annual return | 14.84% | 89.97%-75.1pp | 78.03%-63.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,857 | $4,340-57.2% | $3,918-52.6% | $4,379-57.6% |
| Participant deferral / active EE | $6,723 | $7,078-5.0% | $6,513+3.2% | $6,730-0.1% |
| Admin fee / account holder | $376 | $11,698-96.8% | $11,058-96.6% | $14,365-97.4% |