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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 | $49,003 | $82,133-40.3% | $147,318-66.7% | $64,097-23.5% |
| Participation rate | 61.7% | 62.3%-0.5pp | 82.1%-20.3pp | 55.2%+6.5pp |
| Annual return | 30.39% | 78.78%-48.4pp | 70.43%-40.0pp | 34.64%-4.3pp |
| Employer contribution / active EE | $2,767 | $2,872-3.6% | $4,593-39.7% | $1,891+46.3% |
| Participant deferral / active EE | $5,978 | $5,407+10.6% | $7,906-24.4% | $3,080+94.1% |
| Admin fee / account holder | $9,599 | $3,730+157.4% | $13,708-30.0% | $3,454+177.9% |