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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 | $47,556 | $183,516-74.1% | $155,534-69.4% | $145,884-67.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.02% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,810 | $5,315-65.9% | $4,675-61.3% | $4,662-61.2% |
| Participant deferral / active EE | $4,996 | $6,467-22.7% | $5,630-11.3% | $6,690-25.3% |
| Admin fee / account holder | $6,344 | $19,293-67.1% | $15,900-60.1% | $13,392-52.6% |