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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 | $51,558 | $93,345-44.8% | $119,126-56.7% | $87,485-41.1% |
| Participation rate | 51.9% | 68.7%-16.8pp | 75.8%-23.9pp | 68.9%-17.0pp |
| Annual return | 44.22% | 19.08%+25.1pp | 282.11%-237.9pp | 26.06%+18.2pp |
| Employer contribution / active EE | $2,987 | $3,172-5.8% | $4,034-25.9% | $2,596+15.1% |
| Participant deferral / active EE | $4,108 | $4,099+0.2% | $5,318-22.7% | $4,274-3.9% |
| Admin fee / account holder | $3,241 | $8,039-59.7% | $10,693-69.7% | $7,775-58.3% |