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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 | $55,254 | $97,125-43.1% | $86,233-35.9% | $137,256-59.7% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 14.59% | 74.19%-59.6pp | 61.39%-46.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,347 | $2,841-17.4% | $2,504-6.3% | $4,156-43.5% |
| Participant deferral / active EE | $4,281 | $5,180-17.3% | $4,559-6.1% | $6,407-33.2% |
| Admin fee / account holder | $2,251 | $9,725-76.9% | $8,342-73.0% | $12,270-81.7% |