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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 | $48,587 | $65,084-25.3% | $67,681-28.2% | $64,340-24.5% |
| Participation rate | 52.3% | 66.7%-14.5pp | 73.7%-21.5pp | 55.2%-3.0pp |
| Annual return | 18.34% | 20.50%-2.2pp | 590.58%-572.2pp | 24.14%-5.8pp |
| Employer contribution / active EE | $1,411 | $2,398-41.2% | $2,678-47.3% | $1,862-24.2% |
| Participant deferral / active EE | $3,442 | $3,210+7.2% | $3,976-13.4% | $2,980+15.5% |
| Admin fee / account holder | $7,121 | $1,415+403.3% | $6,100+16.7% | $3,703+92.3% |