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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 | $50,457 | $100,203-49.6% | $85,240-40.8% | $145,897-65.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 15.18% | 84.28%-69.1pp | 66.75%-51.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,853 | $3,242-42.8% | $2,735-32.3% | $4,663-60.3% |
| Participant deferral / active EE | $9,556 | $5,299+80.4% | $4,527+111.1% | $6,689+42.9% |
| Admin fee / account holder | $3,261 | $7,265-55.1% | $6,165-47.1% | $13,390-75.7% |