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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 | $54,692 | $65,566-16.6% | $86,235-36.6% | $75,177-27.2% |
| Participation rate | 55.9% | 60.5%-4.6pp | 69.0%-13.1pp | 67.2%-11.3pp |
| Annual return | 18.43% | 46.07%-27.6pp | 1170.03%-1151.6pp | 160.75%-142.3pp |
| Employer contribution / active EE | $2,458 | $1,553+58.3% | $2,381+3.2% | $2,671-8.0% |
| Participant deferral / active EE | $6,239 | $3,023+106.3% | $3,987+56.5% | $4,126+51.2% |
| Admin fee / account holder | $1,210 | $5,470-77.9% | $6,856-82.4% | $5,651-78.6% |