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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 | $51,171 | $99,053-48.3% | $88,179-42.0% | $138,895-63.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.1%-24.7pp | 79.9%-35.5pp |
| Annual return | 19.09% | 78.17%-59.1pp | 64.97%-45.9pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,072 | $2,882-28.1% | $2,549-18.7% | $4,194-50.6% |
| Participant deferral / active EE | $6,118 | $5,225+17.1% | $4,614+32.6% | $6,396-4.4% |
| Admin fee / account holder | $2,929 | $8,748-66.5% | $7,673-61.8% | $12,562-76.7% |