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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 | $50,455 | $111,535-54.8% | $105,223-52.0% | $137,256-63.2% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 18.57% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,947 | $3,939-50.6% | $3,689-47.2% | $4,156-53.2% |
| Participant deferral / active EE | $3,163 | $5,500-42.5% | $5,072-37.6% | $6,407-50.6% |
| Admin fee / account holder | $14,932 | $9,721+53.6% | $8,859+68.6% | $12,270+21.7% |