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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 | $89,259-36.3% | $107,187-47.0% | $82,637-31.2% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 20.03% | 21.02%-1.0pp | 204.55%-184.5pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,821 | $3,080-40.9% | $3,782-51.9% | $2,552-28.7% |
| Participant deferral / active EE | $4,355 | $4,037+7.9% | $5,096-14.5% | $4,126+5.6% |
| Admin fee / account holder | $12,332 | $7,381+67.1% | $9,162+34.6% | $7,339+68.0% |