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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 | $113,162 | $225,673-49.9% | $203,872-44.5% | $155,188-27.1% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 17.67% | 95.91%-78.2pp | 85.11%-67.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $679 | $4,099-83.4% | $3,757-81.9% | $4,248-84.0% |
| Participant deferral / active EE | $15,667 | $6,893+127.3% | $6,388+145.3% | $6,531+139.9% |
| Admin fee / account holder | $621 | $12,327-95.0% | $11,730-94.7% | $14,480-95.7% |