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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 | $47,244 | $117,895-59.9% | $102,460-53.9% | $145,897-67.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 17.23% | 31.92%-14.7pp | 29.47%-12.2pp | 552.29%-535.1pp |
| Employer contribution / active EE | $5,900 | $3,619+63.0% | $3,025+95.0% | $4,663+26.5% |
| Participant deferral / active EE | $11,067 | $5,736+92.9% | $5,056+118.9% | $6,689+65.4% |
| Admin fee / account holder | $12,268 | $13,353-8.1% | $9,460+29.7% | $13,390-8.4% |