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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 | $52,818 | $111,535-52.6% | $105,223-49.8% | $137,256-61.5% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 28.37% | 237.85%-209.5pp | 180.65%-152.3pp | 220.34%-192.0pp |
| Employer contribution / active EE | $2,076 | $3,939-47.3% | $3,689-43.7% | $4,156-50.1% |
| Participant deferral / active EE | $7,203 | $5,500+31.0% | $5,072+42.0% | $6,407+12.4% |
| Admin fee / account holder | $1,279 | $9,721-86.8% | $8,859-85.6% | $12,270-89.6% |