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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 | $56,872 | $96,388-41.0% | $80,627-29.5% | $139,466-59.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 15.72% | 1352.08%-1336.4pp | 936.76%-921.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,426 | $3,260-25.6% | $2,723-10.9% | $4,754-49.0% |
| Participant deferral / active EE | $4,570 | $5,224-12.5% | $4,443+2.9% | $6,712-31.9% |
| Admin fee / account holder | $7,259 | $6,603+9.9% | $5,381+34.9% | $11,409-36.4% |