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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 | $160,775 | $208,088-22.7% | $186,193-13.7% | $154,746+3.9% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 18.41% | 89.97%-71.6pp | 78.03%-59.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,985 | $4,340-54.3% | $3,918-49.3% | $4,379-54.7% |
| Participant deferral / active EE | $7,328 | $7,078+3.5% | $6,513+12.5% | $6,730+8.9% |
| Admin fee / account holder | $3,152 | $11,698-73.1% | $11,058-71.5% | $14,365-78.1% |