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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 | $52,980 | $94,031-43.7% | $115,768-54.2% | $82,448-35.7% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.4%-24.4pp | 68.1%-18.1pp |
| Annual return | 47.63% | 20.61%+27.0pp | 100.46%-52.8pp | 41.64%+6.0pp |
| Employer contribution / active EE | $2,425 | $2,323+4.4% | $2,940-17.5% | $2,551-4.9% |
| Participant deferral / active EE | $4,881 | $3,972+22.9% | $4,917-0.7% | $4,139+17.9% |
| Admin fee / account holder | $522 | $10,249-94.9% | $12,439-95.8% | $7,234-92.8% |