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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 | $56,164 | $93,589-40.0% | $135,942-58.7% | $75,181-25.3% |
| Participation rate | 68.5% | 75.2%-6.7pp | 81.9%-13.4pp | 67.2%+1.3pp |
| Annual return | 51.14% | 30.90%+20.2pp | 68.28%-17.1pp | 160.69%-109.5pp |
| Employer contribution / active EE | $2,709 | $3,537-23.4% | $4,858-44.2% | $2,671+1.5% |
| Participant deferral / active EE | $6,541 | $6,405+2.1% | $7,759-15.7% | $4,126+58.5% |
| Admin fee / account holder | $2,385 | $6,977-65.8% | $10,764-77.8% | $5,650-57.8% |