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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 | $51,824 | $166,268-68.8% | $165,100-68.6% | $145,897-64.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.02% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,796 | $5,284-66.0% | $4,348-58.7% | $4,663-61.5% |
| Participant deferral / active EE | $8,809 | $6,964+26.5% | $6,035+46.0% | $6,689+31.7% |
| Admin fee / account holder | $1,669 | $16,659-90.0% | $12,696-86.9% | $13,390-87.5% |