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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 | $56,815 | $88,672-35.9% | $105,223-46.0% | $82,448-31.1% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 20.03% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,821 | $3,048-40.3% | $3,689-50.6% | $2,551-28.6% |
| Participant deferral / active EE | $4,355 | $4,036+7.9% | $5,072-14.1% | $4,139+5.2% |
| Admin fee / account holder | $12,332 | $7,146+72.6% | $8,859+39.2% | $7,234+70.5% |