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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 | $130,922 | $208,088-37.1% | $186,193-29.7% | $154,746-15.4% |
| Participation rate | 63.2% | 80.0%-16.8pp | 77.1%-14.0pp | 80.7%-17.5pp |
| Annual return | 15.94% | 89.97%-74.0pp | 78.03%-62.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,674 | $4,340-61.4% | $3,918-57.3% | $4,379-61.8% |
| Participant deferral / active EE | $6,128 | $7,078-13.4% | $6,513-5.9% | $6,730-9.0% |
| Admin fee / account holder | $4,394 | $11,698-62.4% | $11,058-60.3% | $14,365-69.4% |