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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 | $48,654 | $89,367-45.6% | $141,191-65.5% | $72,975-33.3% |
| Participation rate | 67.9% | 75.1%-7.2pp | 82.5%-14.5pp | 69.5%-1.6pp |
| Annual return | 25.96% | 111.87%-85.9pp | 71.41%-45.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $4,279 | $3,115+37.4% | $4,736-9.6% | $2,440+75.4% |
| Participant deferral / active EE | $9,822 | $5,419+81.3% | $6,710+46.4% | $3,608+172.3% |
| Admin fee / account holder | $3,554 | $5,957-40.3% | $10,264-65.4% | $5,124-30.6% |