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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 | $50,758 | $97,125-47.7% | $86,233-41.1% | $137,256-63.0% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.0%-45.9pp | 80.0%-56.9pp |
| Annual return | 14.96% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,567 | $2,841-44.9% | $2,504-37.4% | $4,156-62.3% |
| Participant deferral / active EE | $5,585 | $5,180+7.8% | $4,559+22.5% | $6,407-12.8% |
| Admin fee / account holder | $18,275 | $9,725+87.9% | $8,342+119.1% | $12,270+48.9% |