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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 | $77,814-27.7% | $158,223-64.4% | $86,983-35.3% |
| Participation rate | 48.1% | 68.4%-20.3pp | 79.2%-31.1pp | 69.5%-21.4pp |
| Annual return | 54.39% | 30.54%+23.8pp | 52.09%+2.3pp | 25.83%+28.6pp |
| Employer contribution / active EE | $2,105 | $2,592-18.8% | $4,109-48.8% | $2,584-18.6% |
| Participant deferral / active EE | $3,433 | $3,270+5.0% | $5,467-37.2% | $4,194-18.1% |
| Admin fee / account holder | $10,265 | $5,879+74.6% | $16,047-36.0% | $7,856+30.7% |