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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 | $55,325 | $117,895-53.1% | $102,460-46.0% | $145,897-62.1% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 52.86% | 31.92%+20.9pp | 29.47%+23.4pp | 552.29%-499.4pp |
| Employer contribution / active EE | $1,862 | $3,619-48.6% | $3,025-38.5% | $4,663-60.1% |
| Participant deferral / active EE | $5,136 | $5,736-10.5% | $5,056+1.6% | $6,689-23.2% |
| Admin fee / account holder | $4,951 | $13,353-62.9% | $9,460-47.7% | $13,390-63.0% |