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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 | $46,839 | $100,203-53.3% | $85,240-45.0% | $145,897-67.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 18.82% | 84.28%-65.5pp | 66.75%-47.9pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,890 | $3,242-41.7% | $2,735-30.9% | $4,663-59.5% |
| Participant deferral / active EE | $6,196 | $5,299+16.9% | $4,527+36.9% | $6,689-7.4% |
| Admin fee / account holder | $1,794 | $7,265-75.3% | $6,165-70.9% | $13,390-86.6% |