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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 | $94,436-43.9% | $115,599-54.2% | $82,637-35.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.3%-24.3pp | 68.1%-18.1pp |
| Annual return | 47.63% | 18.37%+29.3pp | 111.10%-63.5pp | 53.51%-5.9pp |
| Employer contribution / active EE | $2,425 | $2,324+4.4% | $2,955-17.9% | $2,552-5.0% |
| Participant deferral / active EE | $4,881 | $3,955+23.4% | $4,889-0.2% | $4,126+18.3% |
| Admin fee / account holder | $522 | $10,328-94.9% | $12,841-95.9% | $7,339-92.9% |