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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 | $48,922 | $108,922-55.1% | $100,398-51.3% | $145,978-66.5% |
| Participation rate | 63.2% | 83.0%-19.8pp | 81.5%-18.3pp | 80.3%-17.1pp |
| Annual return | 26.00% | 58.04%-32.0pp | 49.32%-23.3pp | 550.52%-524.5pp |
| Employer contribution / active EE | $3,942 | $4,426-10.9% | $3,946-0.1% | $4,662-15.4% |
| Participant deferral / active EE | $9,158 | $8,450+8.4% | $8,084+13.3% | $6,690+36.9% |
| Admin fee / account holder | $7,384 | $9,680-23.7% | $7,893-6.5% | $13,400-44.9% |