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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 | $51,671 | $89,367-42.2% | $141,191-63.4% | $72,975-29.2% |
| Participation rate | 59.1% | 75.1%-16.0pp | 82.5%-23.4pp | 69.5%-10.4pp |
| Annual return | 50.53% | 111.87%-61.3pp | 71.41%-20.9pp | 81.01%-30.5pp |
| Employer contribution / active EE | $1,983 | $3,115-36.3% | $4,736-58.1% | $2,440-18.7% |
| Participant deferral / active EE | $4,345 | $5,419-19.8% | $6,710-35.2% | $3,608+20.4% |
| Admin fee / account holder | $2,867 | $5,957-51.9% | $10,264-72.1% | $5,124-44.1% |