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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 | $117,895-57.7% | $102,460-51.4% | $145,897-65.9% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.03% | 31.92%-20.9pp | 29.47%-18.4pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,975 | $3,619+37.5% | $3,025+64.5% | $4,663+6.7% |
| Participant deferral / active EE | $8,109 | $5,736+41.4% | $5,056+60.4% | $6,689+21.2% |
| Admin fee / account holder | $5,795 | $13,353-56.6% | $9,460-38.7% | $13,390-56.7% |