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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 | $111,575 | $208,088-46.4% | $186,193-40.1% | $154,746-27.9% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.1%-48.5pp | 80.7%-52.1pp |
| Annual return | 16.07% | 89.97%-73.9pp | 78.03%-62.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $941 | $4,340-78.3% | $3,918-76.0% | $4,379-78.5% |
| Participant deferral / active EE | $1,727 | $7,078-75.6% | $6,513-73.5% | $6,730-74.3% |
| Admin fee / account holder | $11,983 | $11,698+2.4% | $11,058+8.4% | $14,365-16.6% |