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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 | $62,618 | $208,088-69.9% | $186,193-66.4% | $154,746-59.5% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 15.61% | 89.97%-74.4pp | 78.03%-62.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,666 | $4,340-61.6% | $3,918-57.5% | $4,379-62.0% |
| Participant deferral / active EE | $5,271 | $7,078-25.5% | $6,513-19.1% | $6,730-21.7% |
| Admin fee / account holder | $22,639 | $11,698+93.5% | $11,058+104.7% | $14,365+57.6% |