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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 | $100,139-51.0% | $85,187-42.4% | $145,884-66.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 13.11% | 84.15%-71.0pp | 66.67%-53.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,748 | $3,238-46.0% | $2,732-36.0% | $4,662-62.5% |
| Participant deferral / active EE | $8,021 | $5,296+51.5% | $4,525+77.3% | $6,690+19.9% |
| Admin fee / account holder | $1,387 | $7,262-80.9% | $6,162-77.5% | $13,392-89.6% |