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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 | $140,047 | $208,088-32.7% | $186,193-24.8% | $154,746-9.5% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 14.87% | 89.97%-75.1pp | 78.03%-63.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $969 | $4,340-77.7% | $3,918-75.3% | $4,379-77.9% |
| Participant deferral / active EE | $1,985 | $7,078-72.0% | $6,513-69.5% | $6,730-70.5% |
| Admin fee / account holder | $1,612 | $11,698-86.2% | $11,058-85.4% | $14,365-88.8% |