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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 | $55,766 | $91,559-39.1% | $133,978-58.4% | $79,856-30.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 13.88% | 61.85%-48.0pp | 45.10%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,403 | $2,384+0.8% | $3,919-38.7% | $2,471-2.7% |
| Participant deferral / active EE | $5,446 | $3,734+45.9% | $5,047+7.9% | $3,741+45.6% |
| Admin fee / account holder | $20,236 | $6,321+220.1% | $8,930+126.6% | $5,306+281.3% |