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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 | $61,196 | $225,673-72.9% | $203,872-70.0% | $155,188-60.6% |
| Participation rate | 64.7% | 80.3%-15.6pp | 77.8%-13.1pp | 80.8%-16.1pp |
| Annual return | 16.68% | 95.91%-79.2pp | 85.11%-68.4pp | 148.84%-132.2pp |
| Employer contribution / active EE | $923 | $4,099-77.5% | $3,757-75.4% | $4,248-78.3% |
| Participant deferral / active EE | $1,967 | $6,893-71.5% | $6,388-69.2% | $6,531-69.9% |
| Admin fee / account holder | $2,978 | $12,327-75.8% | $11,730-74.6% | $14,480-79.4% |