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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 | $73,954 | $208,088-64.5% | $186,193-60.3% | $154,746-52.2% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.1%-22.6pp | 80.7%-26.2pp |
| Annual return | 17.05% | 89.97%-72.9pp | 78.03%-61.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,402 | $4,340-67.7% | $3,918-64.2% | $4,379-68.0% |
| Participant deferral / active EE | $6,400 | $7,078-9.6% | $6,513-1.7% | $6,730-4.9% |
| Admin fee / account holder | $3,112 | $11,698-73.4% | $11,058-71.9% | $14,365-78.3% |