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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 | $49,476 | $148,582-66.7% | $135,942-63.6% | $139,456-64.5% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 14.43% | 79.26%-64.8pp | 68.28%-53.8pp | 373.45%-359.0pp |
| Employer contribution / active EE | $1,868 | $5,245-64.4% | $4,858-61.6% | $4,753-60.7% |
| Participant deferral / active EE | $6,813 | $8,101-15.9% | $7,759-12.2% | $6,711+1.5% |
| Admin fee / account holder | $3,160 | $12,402-74.5% | $10,764-70.6% | $11,407-72.3% |