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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 | $59,190 | $208,088-71.6% | $186,193-68.2% | $154,746-61.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 12.37% | 89.97%-77.6pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,537 | $4,340-41.6% | $3,918-35.3% | $4,379-42.1% |
| Participant deferral / active EE | $6,842 | $7,078-3.3% | $6,513+5.0% | $6,730+1.7% |
| Admin fee / account holder | $556 | $11,698-95.2% | $11,058-95.0% | $14,365-96.1% |