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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 | $50,153 | $89,259-43.8% | $107,187-53.2% | $82,637-39.3% |
| Participation rate | 48.0% | 67.9%-19.9pp | 75.0%-27.0pp | 68.1%-20.1pp |
| Annual return | 36.65% | 21.02%+15.6pp | 204.55%-167.9pp | 53.51%-16.9pp |
| Employer contribution / active EE | $2,002 | $3,080-35.0% | $3,782-47.1% | $2,552-21.6% |
| Participant deferral / active EE | $4,576 | $4,037+13.3% | $5,096-10.2% | $4,126+10.9% |
| Admin fee / account holder | $398 | $7,381-94.6% | $9,162-95.7% | $7,339-94.6% |