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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 | $50,849 | $82,133-38.1% | $147,318-65.5% | $64,097-20.7% |
| Participation rate | 60.6% | 62.3%-1.7pp | 82.1%-21.5pp | 55.2%+5.4pp |
| Annual return | 25.14% | 78.78%-53.6pp | 70.43%-45.3pp | 34.64%-9.5pp |
| Employer contribution / active EE | $1,539 | $2,872-46.4% | $4,593-66.5% | $1,891-18.6% |
| Participant deferral / active EE | $6,567 | $5,407+21.4% | $7,906-16.9% | $3,080+113.2% |
| Admin fee / account holder | $1,635 | $3,730-56.2% | $13,708-88.1% | $3,454-52.7% |