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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 | $45,230 | $51,638-12.4% | $68,368-33.8% | $82,448-45.1% |
| Participation rate | 53.8% | 63.6%-9.8pp | 73.8%-19.9pp | 68.1%-14.2pp |
| Annual return | 19.47% | 37.53%-18.1pp | 292.57%-273.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,641 | $2,047+29.0% | $2,649-0.3% | $2,551+3.5% |
| Participant deferral / active EE | $5,175 | $2,914+77.6% | $4,123+25.5% | $4,139+25.0% |
| Admin fee / account holder | $12,630 | $4,643+172.0% | $5,150+145.3% | $7,234+74.6% |