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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 | $48,666 | $183,539-73.5% | $155,556-68.7% | $145,897-66.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.34% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,445 | $5,315-72.8% | $4,675-69.1% | $4,663-69.0% |
| Participant deferral / active EE | $11,803 | $6,467+82.5% | $5,631+109.6% | $6,689+76.5% |
| Admin fee / account holder | $368 | $19,275-98.1% | $15,885-97.7% | $13,390-97.2% |