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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 | $51,004 | $185,883-72.6% | $170,043-70.0% | $139,466-63.4% |
| Participation rate | 58.3% | 87.8%-29.4pp | 87.0%-28.7pp | 80.3%-22.0pp |
| Annual return | 16.07% | 60.54%-44.5pp | 53.40%-37.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $2,040 | $7,596-73.1% | $6,790-70.0% | $4,754-57.1% |
| Participant deferral / active EE | $5,787 | $11,626-50.2% | $10,410-44.4% | $6,712-13.8% |
| Admin fee / account holder | $9,258 | $15,393-39.9% | $12,824-27.8% | $11,409-18.9% |