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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 | $56,427 | $98,776-42.9% | $149,745-62.3% | $79,856-29.3% |
| Participation rate | 57.8% | 75.8%-18.0pp | 82.5%-24.7pp | 69.6%-11.9pp |
| Annual return | 19.05% | 27.38%-8.3pp | 276.72%-257.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,350 | $3,217-27.0% | $4,646-49.4% | $2,471-4.9% |
| Participant deferral / active EE | $7,410 | $5,681+30.4% | $6,843+8.3% | $3,741+98.1% |
| Admin fee / account holder | $5,302 | $6,053-12.4% | $9,312-43.1% | $5,306-0.1% |