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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 | $48,691 | $86,288-43.6% | $111,306-56.3% | $85,851-43.3% |
| Participation rate | 56.1% | 73.3%-17.2pp | 77.3%-21.2pp | 69.3%-13.2pp |
| Annual return | 11.13% | 19.99%-8.9pp | 54.67%-43.5pp | 318.63%-307.5pp |
| Employer contribution / active EE | $2,259 | $2,044+10.5% | $2,732-17.3% | $2,565-12.0% |
| Participant deferral / active EE | $3,942 | $3,641+8.3% | $4,488-12.2% | $3,952-0.3% |
| Admin fee / account holder | $1,879 | $8,189-77.1% | $7,966-76.4% | $6,261-70.0% |