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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 | $51,419 | $115,225-55.4% | $100,712-48.9% | $138,895-63.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 53.57% | 40.35%+13.2pp | 33.27%+20.3pp | 145.39%-91.8pp |
| Employer contribution / active EE | $2,232 | $2,771-19.5% | $2,313-3.5% | $4,194-46.8% |
| Participant deferral / active EE | $3,027 | $4,699-35.6% | $4,085-25.9% | $6,396-52.7% |
| Admin fee / account holder | $1,334 | $10,844-87.7% | $9,256-85.6% | $12,562-89.4% |