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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 | $51,050 | $80,332-36.5% | $107,187-52.4% | $64,097-20.4% |
| Participation rate | 44.6% | 54.4%-9.8pp | 75.0%-30.4pp | 55.2%-10.6pp |
| Annual return | 15.52% | 24.26%-8.7pp | 204.55%-189.0pp | 34.64%-19.1pp |
| Employer contribution / active EE | $2,067 | $2,501-17.3% | $3,782-45.3% | $1,891+9.3% |
| Participant deferral / active EE | $4,124 | $3,109+32.7% | $5,096-19.1% | $3,080+33.9% |
| Admin fee / account holder | $5,497 | $4,314+27.4% | $9,162-40.0% | $3,454+59.1% |