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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 | $20,955 | $208,088-89.9% | $186,193-88.7% | $154,746-86.5% |
| Participation rate | 61.1% | 80.0%-18.9pp | 77.1%-16.0pp | 80.7%-19.6pp |
| Annual return | 23.05% | 89.97%-66.9pp | 78.03%-55.0pp | 172.34%-149.3pp |
| Employer contribution / active EE | $2,047 | $4,340-52.8% | $3,918-47.8% | $4,379-53.3% |
| Participant deferral / active EE | $2,874 | $7,078-59.4% | $6,513-55.9% | $6,730-57.3% |
| Admin fee / account holder | $1,443 | $11,698-87.7% | $11,058-87.0% | $14,365-90.0% |