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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 | $86,229 | $108,882-20.8% | $96,754-10.9% | $154,746-44.3% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 18.39% | 98.39%-80.0pp | 82.04%-63.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $553 | $3,018-81.7% | $2,679-79.4% | $4,379-87.4% |
| Participant deferral / active EE | $6,224 | $5,323+16.9% | $4,758+30.8% | $6,730-7.5% |
| Admin fee / account holder | $329 | $10,200-96.8% | $8,905-96.3% | $14,365-97.7% |