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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 | $51,649 | $58,848-12.2% | $88,179-41.4% | $82,637-37.5% |
| Participation rate | 43.2% | 57.9%-14.7pp | 69.1%-26.0pp | 68.1%-24.9pp |
| Annual return | 19.40% | 22.76%-3.4pp | 64.97%-45.6pp | 53.51%-34.1pp |
| Employer contribution / active EE | $2,212 | $1,678+31.8% | $2,549-13.2% | $2,552-13.3% |
| Participant deferral / active EE | $4,903 | $3,124+57.0% | $4,614+6.3% | $4,126+18.8% |
| Admin fee / account holder | $22,378 | $4,795+366.7% | $7,673+191.6% | $7,339+204.9% |