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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 | $52,706 | $78,423-32.8% | $95,964-45.1% | $79,856-34.0% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 101.51% | 19.37%+82.1pp | 91.64%+9.9pp | 31.71%+69.8pp |
| Employer contribution / active EE | $1,943 | $1,945-0.1% | $2,541-23.5% | $2,471-21.4% |
| Participant deferral / active EE | $4,949 | $3,440+43.9% | $4,167+18.8% | $3,741+32.3% |
| Admin fee / account holder | $3,950 | $5,622-29.7% | $6,797-41.9% | $5,306-25.6% |