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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 | $49,040 | $100,203-51.1% | $85,240-42.5% | $145,897-66.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 13.11% | 84.28%-71.2pp | 66.75%-53.6pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,748 | $3,242-46.1% | $2,735-36.1% | $4,663-62.5% |
| Participant deferral / active EE | $8,021 | $5,299+51.4% | $4,527+77.2% | $6,689+19.9% |
| Admin fee / account holder | $1,387 | $7,265-80.9% | $6,165-77.5% | $13,390-89.6% |