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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 | $68,304 | $123,412-44.7% | $69,460-1.7% | $145,978-53.2% |
| Participation rate | 57.9% | 69.2%-11.3pp | 66.4%-8.5pp | 80.3%-22.4pp |
| Annual return | 7.67% | 191.25%-183.6pp | 100.80%-93.1pp | 550.52%-542.8pp |
| Employer contribution / active EE | $421 | $2,684-84.3% | $1,714-75.4% | $4,662-91.0% |
| Participant deferral / active EE | $807 | $4,240-81.0% | $2,890-72.1% | $6,690-87.9% |
| Admin fee / account holder | $11,464 | $7,816+46.7% | $4,695+144.2% | $13,400-14.4% |