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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 | $47,456 | $181,062-73.8% | $158,223-70.0% | $155,188-69.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 46.34% | 57.39%-11.0pp | 52.09%-5.7pp | 148.84%-102.5pp |
| Employer contribution / active EE | $2,898 | $4,565-36.5% | $4,109-29.5% | $4,248-31.8% |
| Participant deferral / active EE | $6,209 | $6,134+1.2% | $5,467+13.6% | $6,531-4.9% |
| Admin fee / account holder | $510 | $18,825-97.3% | $16,047-96.8% | $14,480-96.5% |