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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 | $63,598 | $208,088-69.4% | $186,193-65.8% | $154,746-58.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 11.15% | 89.97%-78.8pp | 78.03%-66.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,006 | $4,340-76.8% | $3,918-74.3% | $4,379-77.0% |
| Participant deferral / active EE | $1,355 | $7,078-80.9% | $6,513-79.2% | $6,730-79.9% |
| Admin fee / account holder | $890 | $11,698-92.4% | $11,058-92.0% | $14,365-93.8% |