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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 | $50,684 | $102,429-50.5% | $147,096-65.5% | $80,925-37.4% |
| Participation rate | 61.0% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.6pp |
| Annual return | 20.99% | 135.02%-114.0pp | 419.75%-398.8pp | 35.65%-14.7pp |
| Employer contribution / active EE | $2,967 | $3,716-20.1% | $4,936-39.9% | $2,756+7.7% |
| Participant deferral / active EE | $6,378 | $6,649-4.1% | $8,071-21.0% | $4,299+48.4% |
| Admin fee / account holder | $3,483 | $7,957-56.2% | $13,005-73.2% | $6,940-49.8% |