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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 | $50,756 | $83,369-39.1% | $105,223-51.8% | $67,986-25.3% |
| Participation rate | 50.3% | 56.3%-6.0pp | 75.0%-24.8pp | 57.2%-6.9pp |
| Annual return | 15.97% | 24.64%-8.7pp | 180.65%-164.7pp | 31.67%-15.7pp |
| Employer contribution / active EE | $2,052 | $2,541-19.2% | $3,689-44.4% | $2,019+1.6% |
| Participant deferral / active EE | $3,357 | $3,295+1.9% | $5,072-33.8% | $3,3580% |
| Admin fee / account holder | $5,206 | $4,073+27.8% | $8,859-41.2% | $3,203+62.5% |