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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 | $69,333 | $208,088-66.7% | $186,193-62.8% | $154,746-55.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 14.75% | 89.97%-75.2pp | 78.03%-63.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,726 | $4,340-60.2% | $3,918-56.0% | $4,379-60.6% |
| Participant deferral / active EE | $9,782 | $7,078+38.2% | $6,513+50.2% | $6,730+45.3% |
| Admin fee / account holder | $1,722 | $11,698-85.3% | $11,058-84.4% | $14,365-88.0% |