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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 | $58,054 | $85,171-31.8% | $172,752-66.4% | $72,975-20.4% |
| Participation rate | 56.5% | 70.1%-13.5pp | 82.6%-26.1pp | 69.5%-13.0pp |
| Annual return | 18.12% | 27.32%-9.2pp | 802.97%-784.9pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,819 | $3,324-45.3% | $5,144-64.6% | $2,440-25.4% |
| Participant deferral / active EE | $5,371 | $3,260+64.8% | $5,198+3.3% | $3,608+48.9% |
| Admin fee / account holder | $5,800 | $5,880-1.4% | $13,955-58.4% | $5,124+13.2% |