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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 | $99,995-49.5% | $85,063-40.7% | $145,978-65.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 15.18% | 83.99%-68.8pp | 66.54%-51.4pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,853 | $3,231-42.7% | $2,727-32.1% | $4,662-60.3% |
| Participant deferral / active EE | $9,556 | $5,295+80.5% | $4,523+111.3% | $6,690+42.8% |
| Admin fee / account holder | $3,261 | $7,255-55.1% | $6,155-47.0% | $13,400-75.7% |