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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 | $55,066 | $211,288-73.9% | $178,540-69.2% | $145,884-62.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.49% | 30.27%-19.8pp | 27.15%-16.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,497 | $4,574-45.4% | $3,953-36.8% | $4,662-46.4% |
| Participant deferral / active EE | $1,838 | $6,967-73.6% | $6,281-70.7% | $6,690-72.5% |
| Admin fee / account holder | $2,020 | $12,105-83.3% | $10,424-80.6% | $13,392-84.9% |