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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 | $88,672-41.9% | $105,223-51.0% | $82,448-37.5% |
| Participation rate | 51.9% | 67.9%-16.0pp | 75.0%-23.1pp | 68.1%-16.2pp |
| Annual return | 44.22% | 30.86%+13.4pp | 180.65%-136.4pp | 41.64%+2.6pp |
| Employer contribution / active EE | $2,987 | $3,048-2.0% | $3,689-19.0% | $2,551+17.1% |
| Participant deferral / active EE | $4,108 | $4,036+1.8% | $5,072-19.0% | $4,139-0.7% |
| Admin fee / account holder | $3,241 | $7,146-54.6% | $8,859-63.4% | $7,234-55.2% |