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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 | $50,536 | $97,125-48.0% | $86,233-41.4% | $137,256-63.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 16.25% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,417 | $2,841-14.9% | $2,504-3.5% | $4,156-41.9% |
| Participant deferral / active EE | $3,116 | $5,180-39.8% | $4,559-31.7% | $6,407-51.4% |
| Admin fee / account holder | $2,161 | $9,725-77.8% | $8,342-74.1% | $12,270-82.4% |