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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 | $63,139 | $82,133-23.1% | $147,318-57.1% | $64,097-1.5% |
| Participation rate | 52.5% | 62.3%-9.8pp | 82.1%-29.6pp | 55.2%-2.7pp |
| Annual return | 15.69% | 78.78%-63.1pp | 70.43%-54.7pp | 34.64%-18.9pp |
| Employer contribution / active EE | $2,529 | $2,872-12.0% | $4,593-44.9% | $1,891+33.7% |
| Participant deferral / active EE | $5,582 | $5,407+3.2% | $7,906-29.4% | $3,080+81.2% |
| Admin fee / account holder | $5,508 | $3,730+47.7% | $13,708-59.8% | $3,454+59.4% |