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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 | $27,109 | $174,379-84.5% | $152,093-82.2% | $138,895-80.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 46.35% | 74.86%-28.5pp | 66.36%-20.0pp | 145.39%-99.0pp |
| Employer contribution / active EE | $2,683 | $4,652-42.3% | $4,175-35.7% | $4,194-36.0% |
| Participant deferral / active EE | $2,724 | $6,159-55.8% | $5,451-50.0% | $6,396-57.4% |
| Admin fee / account holder | $1,199 | $16,880-92.9% | $14,497-91.7% | $12,562-90.5% |