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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 | $97,560 | $208,088-53.1% | $186,193-47.6% | $154,746-37.0% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 24.99% | 89.97%-65.0pp | 78.03%-53.0pp | 172.34%-147.3pp |
| Employer contribution / active EE | $1,445 | $4,340-66.7% | $3,918-63.1% | $4,379-67.0% |
| Participant deferral / active EE | $5,955 | $7,078-15.9% | $6,513-8.6% | $6,730-11.5% |
| Admin fee / account holder | $3,247 | $11,698-72.2% | $11,058-70.6% | $14,365-77.4% |