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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 | $52,544 | $58,311-9.9% | $81,882-35.8% | $80,959-35.1% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 16.53% | 41.85%-25.3pp | 779.47%-762.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,249 | $2,347-46.8% | $2,916-57.2% | $2,757-54.7% |
| Participant deferral / active EE | $5,021 | $3,287+52.8% | $4,323+16.1% | $4,300+16.8% |
| Admin fee / account holder | $975 | $4,752-79.5% | $7,360-86.7% | $6,925-85.9% |