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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 | $35,556 | $51,638-31.1% | $68,368-48.0% | $82,448-56.9% |
| Participation rate | 55.6% | 63.6%-8.1pp | 73.8%-18.2pp | 68.1%-12.5pp |
| Annual return | 20.92% | 37.53%-16.6pp | 292.57%-271.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $2,590 | $2,047+26.6% | $2,649-2.2% | $2,551+1.5% |
| Participant deferral / active EE | $4,713 | $2,914+61.7% | $4,123+14.3% | $4,139+13.8% |
| Admin fee / account holder | $3,138 | $4,643-32.4% | $5,150-39.1% | $7,234-56.6% |