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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 | $52,096 | $100,139-48.0% | $85,187-38.8% | $145,884-64.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 12.95% | 84.15%-71.2pp | 66.67%-53.7pp | 551.85%-538.9pp |
| Employer contribution / active EE | $3,055 | $3,238-5.6% | $2,732+11.8% | $4,662-34.5% |
| Participant deferral / active EE | $4,567 | $5,296-13.8% | $4,525+0.9% | $6,690-31.7% |
| Admin fee / account holder | $1,266 | $7,262-82.6% | $6,162-79.5% | $13,392-90.5% |