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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 | $49,795 | $152,612-67.4% | $125,192-60.2% | $152,897-67.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 11.50% | 54.85%-43.4pp | 43.79%-32.3pp | 345.43%-333.9pp |
| Employer contribution / active EE | $1,849 | $4,947-62.6% | $3,866-52.2% | $4,764-61.2% |
| Participant deferral / active EE | $2,147 | $5,868-63.4% | $4,937-56.5% | $5,851-63.3% |
| Admin fee / account holder | $4,423 | $13,437-67.1% | $9,704-54.4% | $11,599-61.9% |