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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 | $78,690-28.5% | $161,489-65.2% | $87,485-35.7% |
| Participation rate | 48.1% | 67.5%-19.3pp | 78.7%-30.5pp | 68.9%-20.8pp |
| Annual return | 54.39% | 32.74%+21.7pp | 89.72%-35.3pp | 26.06%+28.3pp |
| Employer contribution / active EE | $2,105 | $2,588-18.7% | $4,268-50.7% | $2,596-18.9% |
| Participant deferral / active EE | $3,433 | $3,311+3.7% | $5,630-39.0% | $4,274-19.7% |
| Admin fee / account holder | $10,265 | $6,724+52.7% | $16,006-35.9% | $7,775+32.0% |