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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 | $49,823 | $117,859-57.7% | $102,438-51.4% | $145,959-65.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.03% | 31.72%-20.7pp | 29.37%-18.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $4,975 | $3,615+37.6% | $3,024+64.5% | $4,661+6.7% |
| Participant deferral / active EE | $8,109 | $5,732+41.5% | $5,054+60.5% | $6,689+21.2% |
| Admin fee / account holder | $5,795 | $13,318-56.5% | $9,448-38.7% | $13,398-56.8% |