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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 | $43,087 | $54,729-21.3% | $86,235-50.0% | $71,529-39.8% |
| Participation rate | 54.2% | 60.1%-5.9pp | 69.0%-14.7pp | 67.9%-13.7pp |
| Annual return | 19.30% | 20.07%-0.8pp | 1170.03%-1150.7pp | 28.97%-9.7pp |
| Employer contribution / active EE | $2,103 | $1,267+66.0% | $2,381-11.7% | $2,590-18.8% |
| Participant deferral / active EE | $3,670 | $3,110+18.0% | $3,987-7.9% | $4,291-14.5% |
| Admin fee / account holder | $6,374 | $1,921+231.7% | $6,856-7.0% | $1,588+301.2% |