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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 | $108,914 | $208,088-47.7% | $186,193-41.5% | $154,746-29.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 22.34% | 89.97%-67.6pp | 78.03%-55.7pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,480 | $4,340-65.9% | $3,918-62.2% | $4,379-66.2% |
| Participant deferral / active EE | $13,667 | $7,078+93.1% | $6,513+109.8% | $6,730+103.1% |
| Admin fee / account holder | $649 | $11,698-94.5% | $11,058-94.1% | $14,365-95.5% |