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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 | $24,054 | $45,900-47.6% | $94,057-74.4% | $64,340-62.6% |
| Participation rate | 52.9% | 50.6%+2.3pp | 73.3%-20.5pp | 55.2%-2.4pp |
| Annual return | 20.19% | 50.47%-30.3pp | 480.62%-460.4pp | 24.14%-4.0pp |
| Employer contribution / active EE | $4,907 | $1,612+204.4% | $2,933+67.3% | $1,862+163.6% |
| Participant deferral / active EE | $2,660 | $2,102+26.5% | $4,709-43.5% | $2,980-10.7% |
| Admin fee / account holder | $2,359 | $3,143-25.0% | $7,244-67.4% | $3,703-36.3% |