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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 | $27,602 | $112,729-75.5% | $98,716-72.0% | $137,256-79.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 175.48% | 38.48%+137.0pp | 31.81%+143.7pp | 220.34%-44.9pp |
| Employer contribution / active EE | $2,133 | $2,725-21.7% | $2,279-6.4% | $4,156-48.7% |
| Participant deferral / active EE | $5,091 | $4,640+9.7% | $4,048+25.8% | $6,407-20.5% |
| Admin fee / account holder | $13,126 | $10,129+29.6% | $8,703+50.8% | $12,270+7.0% |