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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 | $82,512 | $225,673-63.4% | $203,872-59.5% | $155,188-46.8% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 15.80% | 95.91%-80.1pp | 85.11%-69.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $303 | $4,099-92.6% | $3,757-91.9% | $4,248-92.9% |
| Participant deferral / active EE | $9,557 | $6,893+38.6% | $6,388+49.6% | $6,531+46.3% |
| Admin fee / account holder | $1,180 | $12,327-90.4% | $11,730-89.9% | $14,480-91.8% |