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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 | $57,493 | $117,846-51.2% | $102,434-43.9% | $145,884-60.6% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 35.11% | 31.90%+3.2pp | 29.46%+5.7pp | 551.85%-516.7pp |
| Employer contribution / active EE | $2,281 | $3,615-36.9% | $3,023-24.5% | $4,662-51.1% |
| Participant deferral / active EE | $2,908 | $5,733-49.3% | $5,055-42.5% | $6,690-56.5% |
| Admin fee / account holder | $10,335 | $13,356-22.6% | $9,462+9.2% | $13,392-22.8% |