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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 | $56,261 | $86,050-34.6% | $189,758-70.4% | $94,015-40.2% |
| Participation rate | 48.1% | 68.9%-20.8pp | 79.8%-31.6pp | 70.8%-22.7pp |
| Annual return | 54.39% | 17.77%+36.6pp | 52.62%+1.8pp | 17.84%+36.5pp |
| Employer contribution / active EE | $2,105 | $2,819-25.3% | $4,767-55.8% | $2,790-24.6% |
| Participant deferral / active EE | $3,433 | $3,349+2.5% | $5,856-41.4% | $4,249-19.2% |
| Admin fee / account holder | $10,265 | $6,627+54.9% | $20,388-49.6% | $8,951+14.7% |