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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 | $54,068 | $89,259-39.4% | $107,187-49.6% | $82,637-34.6% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.4pp | 68.1%-10.4pp |
| Annual return | 17.87% | 21.02%-3.2pp | 204.55%-186.7pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2,221 | $3,080-27.9% | $3,782-41.3% | $2,552-13.0% |
| Participant deferral / active EE | $3,008 | $4,037-25.5% | $5,096-41.0% | $4,126-27.1% |
| Admin fee / account holder | $3,428 | $7,381-53.6% | $9,162-62.6% | $7,339-53.3% |