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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 | $55,833 | $208,088-73.2% | $186,193-70.0% | $154,746-63.9% |
| Participation rate | 69.6% | 80.0%-10.4pp | 77.1%-7.5pp | 80.7%-11.1pp |
| Annual return | 17.18% | 89.97%-72.8pp | 78.03%-60.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $516 | $4,340-88.1% | $3,918-86.8% | $4,379-88.2% |
| Participant deferral / active EE | $6,775 | $7,078-4.3% | $6,513+4.0% | $6,730+0.7% |
| Admin fee / account holder | $2,434 | $11,698-79.2% | $11,058-78.0% | $14,365-83.1% |