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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 | $84,715 | $208,088-59.3% | $186,193-54.5% | $154,746-45.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 18.54% | 89.97%-71.4pp | 78.03%-59.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $709 | $4,340-83.7% | $3,918-81.9% | $4,379-83.8% |
| Participant deferral / active EE | $6,974 | $7,078-1.5% | $6,513+7.1% | $6,730+3.6% |
| Admin fee / account holder | $325 | $11,698-97.2% | $11,058-97.1% | $14,365-97.7% |